FIN 418
Financial Planning
Finance
Marriott School of Business
Course Description
Applying financial principles to household decision making, stressing integration between areas. Income tax and estate planning, retirement, investments, portfolio management, and risk management.
When Taught
Winter
Grade Rule
Grade Rule 8: A, B, C, D, E, I (Standard grade rule)
Min
3
Fixed
3
Fixed
3
Fixed
0
Other Prerequisites
Any business major status.
Title
Fin 418 Learning Outcomes
Learning Outcome
Students will become proficient enough in the following areas to prepare them for the Certified Financial Planner exam:
Professional conduct and regulation
General financial planning principles
Education planning
Risk management and insurance planning
Investment planning
Tax planning
Retirement savings and income planning
Estate planning
All will be measured through quizzes and two exams.
