FMGT
2500
Personal Financial Planning II
Lecture Hours
4.0
Seminar Hours
0.0
Lab Hours
0.0
Credits
3.0
Regular Studies
Description
Students explore risk management and insurance, retirement and estate planning, and other advanced planning topics. They acquire a broad understanding of financial planning strategies and techniques that build on a technical understanding of investments, taxation, risk management and insurance, and retirement and estate planning. Case studies and a group project provide an opportunity to build comprehensive financial plans and develop professional skills for a career in financial planning and financial services.
Prerequisite(s): A minimum "C" grade in FMGT 2116, 2325, and 2485 (FMGT 2485 may be taken concurrently); and a minimum "C" grade in CMNS 1118, ENGL 1123, or 1127.
Prerequisite(s): A minimum "C" grade in FMGT 2116, 2325, and 2485 (FMGT 2485 may be taken concurrently); and a minimum "C" grade in CMNS 1118, ENGL 1123, or 1127.