Personal financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. Tools and topics include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, retirement, and estate planning.
Insurance and estate planning for individuals, families, and small businesses; applies risk management principles to evaluate various insurance products, including life, disability, long term care, health, homeowners, auto, and liability; estate planning process, tools, and considerations.
This course applies the principles of income tax planning to enhance household income after taxes; understanding tax laws, concepts, and rules, and opportunities for planning; identify and implement useful tax planning strategies; focus on practical application for tax professionals and financial planners.
This course provides an overview of all areas in the financial planning process, data gathering, approaches to financial planning, analysis of financial statements, and client presentation. You must have completed all of the following courses before enrolling in Capstone: AGEC 435, AGEC 436, AGEC 437, AGEC 438, AGEC 439. We do allow students to take one course concurrently with AGEC 441.