Description
This course focuses on the fundamental theories of financial planning, emphasizing goal and priority setting and data analysis. Topics covered include financial plans; ethical codes of conduct; financial planning standards; financial statements, cash flow management, financing strategies, ownership of assets, and time value of money, annuity options, and financial regulations. This course also provides the foundational principles for personal income tax planning, risk management and insurance, investment planning, retirement and estate tax planning. Prerequisites: MBA 511 or 561, and 571; or permission of instructor