Introduces the student to the study and application of contemporary techniques for individual estate planning. The instruction will include the estate-planning field as a profession, as well as relevant financial services industry regulation. The course covers the personal financial planning process (budgeting, emergency fund planning, credit and debit management), personal financial statements, property titling (types and consequences), monetary settlement, property transfer at death and estate documents. Prerequisite: B or better in FINA 311. Three hours per week.
FINA 450 CASE STUDIES: PERS FIN PLAN (Spring 2020)
Examines professional issues in financial planning, including ethical consideration, regulation and certification requirements, written communication skills, and professional responsibility. Utilize skills obtained in other courses and work experiences in the completion of a comprehensive personal finance case, other mini-case studies and calculation templates. Prerequisites: FINA 311, FINA 441, and FINA 446 or FINA 448. Three hours per week.