Dec 21, 2024  
2017-2018 Shepherd University Catalog 
    
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2017-2018 Shepherd University Catalog [ARCHIVED CATALOG]

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BADM 431 - Financial Plan Development

(3cr) This course integrates and applies students’ knowledge and skill sets in all six personal financial planning areas such as Fundamentals of Financial Planning, Risk Management, Investments, Income Tax, Retirement Planning, and Estate Planning to a comprehensive financial plan application; development of a financial plan with recommendations including alternative solutions to achieve client goals based on the case study data, client profile and financial information. Prerequisites: ACCT 335  (may be taken concurrently), BADM 309 , BADM 327 , BADM 329 , FINC 308 , and FINC 425 .


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