Course Listing For FP Courses

  • This course has two main objectives. First, students study about people's attitudes, values, and biases to analyze sources of money conflict. Students also learn about sources of effective communication processes to provide financial counseling and manage economic crisis events. Second, this course provides an introduction of the operations of financial markets, as well as the evolving regulatory framework within which these markets operate. Prerequisite: BA 110

  • The goal of this course is for students to learn how to prepare for post-working life. Students design a retirement plan that will meet a client's needs from a tax, retirement, and financial planning standpoint. Students also survey estate and gift tax planning, the unified estate and gift tax system, and the transfer of property through trusts and wills. Prerequisite: BA 312

  • Students apply the financial planning process by considering the ethical, legal, and regulatory environment; appropriate communication; the standards of professional conduct; and other topics of relevance in financial planning and decision making. Students integrate employee benefits and retirement planning, investments, risk management and insurance, income taxes, and estate planning into a comprehensive financial plan. Prerequisite: AC 331, FP 401, BA 402, BA 416A, FP 419

  • This course has two main objectives. First, students study about people's attitudes, values, and biases to analyze sources of money conflict. Students also learn about sources of effective communication processes to provide financial counseling and manage economic crisis events. Second, this course provides an introduction of the operations of financial markets, as well as the evolving regulatory framework within which these markets operate. Prerequisite: MSF 520

  • The goal of this course is for students to learn how to prepare for post-working life. Students design a retirement plan that will meet a client's needs from a tax, retirement, and financial planning standpoint. Students also survey estate and gift tax planning, the unified estate and gift tax system, and the transfer of property through trusts and wills. Prerequisite: MSF 624

  • Students apply the financial planning process by considering the ethical, legal, and regulatory environment; appropriate communication; the standards of professional conduct; and other topics of relevance in financial planning and decision making. Students integrate employee benefits and retirement planning, investments, risk management and insurance, income taxes, and estate planning into a comprehensive financial plan. Prerequisite: AC 631, FP 601, BA 602, BA 616A, FP 619