MBA 592 Financial Planning

This course is a study of the five areas of financial planning. Students will examine the fundamentals of investments planning, insurance planning, retirement planning, estate planning, and income tax planning. Important topics include mutual fund and real estate investments; home, life, and auto insurance contracts; pension plans; wills and trusts; and retirement management. Each topic includes an emphasis on risk management. A major goal of the course is for students to develop their own personal financial plan. Prerequisite:

MBA 572

(3 credits)