Dec 08, 2025  
2015-2016 Graduate Catalog 
    
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2015-2016 Graduate Catalog [ARCHIVED CATALOG]

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FINAN 661 - Professional Financial Planning

Credits: (3)

A study of the principles and practices of professional financial planning using an integrated planning model. Topics include the planning environment, concepts, tax management, asset acquisition and management, credit management, risk management, investments, retirement planning, and estate planning. Contemporary applications, professional opportunities, and legal/ethical standards are emphasized.

Requisites:
Prerequisite: FINAN 510 and FINAN 520.

When Offered:
Fall, Spring


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