INS 436 - Financial Planning

3 credits

Description
This capstone course includes the development and implementation of a comprehensive financial plan and the role of financial planning in the financial services industry. While the course focuses on the plan for the individual, selected aspects of sole proprietorships, partnerships, and S corporations are also examined. A case approach is utilized emphasizing the roles of investments, taxes, insurance, risk management, retirement planning, and estate planning.

Prerequisites
INS 341 and junior standing.

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