Personal Financial Planning (COMM 429.3)

Recent/Current Offerings

Syllabus / Public content Section Term Instructor
COMM 429 01 September 2016 Brian Lane (primary instructor)
COMM 429 03 September 2016 Brian Lane (primary instructor)

Description

Deals with the advanced concepts related to personal financial strategies. The focus is on developing the skills and teaching the tools a professional will need to practice as a personal financial planner. Topics include knowing your client's profile and financial situation, constructing appropriate investment strategies, advanced tax strategies, understanding of personal risks and risk management strategies, and advanced estate planning strategies. A major objective of this course is to teach the student how to integrate the various strategies to develop a comprehensive financial plan for the client. The legal and ethical considerations in personal financial planning will be considered separately and emphasized throughout the course.

Permission of the department required.

Prerequisite(s)

COMM 363.3 or COMM 367.3

Note

Student may receive credit for only one of COMM 329.3 or COMM 429.3.

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