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Accounting

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Graduate Course Details
Number FIN 785
Title Case Studies in Financial Plan
Credits 3.0
Prerequisites FIN751, FI753*, FIN757*, FIN759*, FIN780*. (*One of these may be taken concurrently.)

Description

Students will integrate key financial planning concepts, including investment analysis, retirement and employee benefits planning, insurance and income tax planning and estate planning. The primary pedagogy is through case studies. Students will work individually or in teams to develop solutions to realistic situations described in cases and present their recommendations. Three lecture hours.

Finance

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Graduate Course Details
Number FIN 785
Title Case Studies in Financial Plan
Credits 3.0
Prerequisites FIN751, FI753*, FIN757*, FIN759*, FIN780*. (*One of these may be taken concurrently.)

Description

Students will integrate key financial planning concepts, including investment analysis, retirement and employee benefits planning, insurance and income tax planning and estate planning. The primary pedagogy is through case studies. Students will work individually or in teams to develop solutions to realistic situations described in cases and present their recommendations. Three lecture hours.