Intermediate Financial and Estate Planning credit:

4 Hours

Covers financial and estate planning philosophies, techniques, and procedures. Students will utilize case studies and problem-solving activities to construct financial plans for individuals and families in various life cycle stages and family structures. 4 undergraduate hours. 4 graduate hours. Prerequisite: ACE 240 or FIN 232; ACE 300 or ECON 302 ; or consent of instructor. ACE 349 or FIN 230 is recommended. Restricted to students with junior standing.