Subject/Course Search Results

FI 838  Advanced Financial Planning and Wealth Management (Interim New)


Semester
Fall of every year, Spring of every year
Credits
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite
FI 801 and FI 830 and FI 832 and FI 836
Not open to students with credit in
FI 470
Description
This course examines advanced retirement planning and a case-based capstone course resulting in the creation of a comprehensive financial plan. Client management, planning tools and software applications are discussed.
Effective Dates
SPRING 2021 - Open