Estate Planning Students examine the role of state and federal tax codes when advising clients about the ultimate preservation of their estate. The client s legal, marital, and medical situation is incorporated into an action plan to achieve the goals of the client. 3 credit hours. Offered as needed. This course explores the role of the financial planner in advising clients as to employee retirement plan selection, individual retirement planning concerns, and other retirement issues.
Emphasis is on achieving an optimal retirement plan.
3 credit hours. Offered as needed. This course integrates all previous personal financial planning courses on client advising and strategy. Students should take this course just prior to completion of the PFP program. 3 credit hours.