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.