FIN 785 - Case Studies in Financial Planning

3 Credit(s) Students will integrate key financial planning concepts, including investment analysis, retirement and employee benefits planning, insurance and income tax planning and estate planning. The primary pedagogy is through case studies. Students will work individually or in teams to develop solutions to realistic situations described in cases and present their recommendations. Three lecture hours.
Pre-requisites:

FIN 751

and successful completion of a minimum of four 700 level Finance courses including FIN 751.