Credits: 3
In-depth analysis of selected current practices and issues in finance. (B) investment banking; (C) Japanese financial management; (D) financial analysis; (E) retirement and employee benefit planning; (F) finance estate planning.
Prerequisites: BUS 314 for (B); BUS 314 or BUS 629 for (C); FIN 311 or 629, or consent for (D); FIN 301 for (E) and (F).
Repeatable: 4 times for (D).
Grade Option: A-F only for (E) and (F).
Frequency of Course (when offered): Fall only for (B)
Major Restrictions: Shidler College of Business students only.
This course is one of the seven required courses for the CFP® certification exam. The course introduces you to retirement and employee benefit planning for businesses and individuals based on the learning objectives specified by the CFP Board of Standards. We will focus on the practical knowledge needed to choose the best retirement plan and designing a plan that will meet the needs of the client from a tax and employee benefit standpoint. Other related topics covered include social security and Medicare, and business succession planning.