This course introduces students to the
application of insurance planning and risk management in personal
financial planning. This course is designed to provide students
with an understanding of the concepts of identification of risk
exposure, legal aspects of insurance, property and liability
policy analysis, life insurance policy analysis, health insurance
policy analysis, employee benefits, social insurance, insurance
regulation, and principles of insurance taxation.
This course introduces students to investment
planning in the personal financial planning process. The course
is designed to provide students with an understanding of the
concepts of investment regulation, client assessment, investment
theory, economic environment, and financial markets, strategies
and tactics, modern portfolio theory, and the integration of
these topics.
This course introduces students to the
application of income tax planning in personal financial planning.
This course is designed to provide students with an understanding
of the concepts of the fundamentals of income taxation, tax
computations, and concepts of tax planning.
This course introduces students to the
application of retirement planning and employee benefits in
personal financial planning. This course is designed to provide
students with an understanding of the concepts of the ethical
considerations, Social Security and Medicare benefits, retirement
plan types, qualified plan characteristics, distributions and
distribution options, group insurance benefits, other employee
benefits, and analysis of retirement factors.
This course introduces students to the
application of estate planning in personal financial planning.
This course is designed to provide students with an understanding
of the fundamentals of estate planning, estate planning considerations
and constraints, tools and techniques for general estate planning,
and the tools and techniques for special estate planning situations.
