Financial Plan Development | Spalding University Catalog

FIN-681: Financial Plan Development

3 credit hours

Students will apply the financial planning process by considering the ethical, legal, and regulatory environment; appropriate communication; the standards of professional conduct; and other topics of relevance in financial planning and decision making. Students will integrate employee benefits and retirement planning, investments, risk management and insurance, income taxes, and estate planning into a comprehensive financial plan.

Prerequisite courses: FIN-610, FIN-675, ACC-615ECON-580