Dec 21, 2024  
2022-2023 Shepherd University Catalog 
    
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2022-2023 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: BADM 309 , BADM 327 , FINC 308 , and FINC 425 . Prerequisite/corequisite: ACCT 335  and BADM 329 .


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