WEALTH MANAGEMENT & FINANCIAL PLANNING

Prerequisites & course information

Requisites: Consent of instructor Course Designation: Core GenEd - Social & Behavioral Science Grad 50% - Counts toward 50% graduate coursework requirement Repeatable for Credit: No Last Taught: Spring 2026 Learning Outcomes: 1. Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate thisinformation in the formulation of a financial plan. Audience: Both Grad & Undergrad 2. Effectively communicate the financial plan, both orally and in writing,including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material. Audience: Both Grad & Undergrad 3. Collect all necessary and relevant qualitative and quantitative informationrequired to develop a financial plan. Audience: Both Grad & Undergrad 4. Analyze personal financial situations, evaluating clients' objectives, needs,and values to develop an appropriate strategy within the financial plan. Audience: Both Grad & Undergrad 5. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem. Audience: Both Grad & Undergrad 6. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan. Audience: Graduate 7. Apply the CFP Board Financial Planning Practice Standards to the financialplanning process (including applying the regulations and ethical behavior that governs the relationship between the planner and the client). Audience: Both Grad & Undergrad Learning Outcomes: 1. Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate thisinformation in the formulation of a financial plan. Audience: Both Grad & Undergrad 2. Effectively communicate the financial plan, both orally and in writing,including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material. Audience: Both Grad & Undergrad 3. Collect all necessary and relevant qualitative and quantitative informationrequired to develop a financial plan. Audience: Both Grad & Undergrad 4. Analyze personal financial situations, evaluating clients' objectives, needs,and values to develop an appropriate strategy within the financial plan. Audience: Both Grad & Undergrad 5. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem. Audience: Both Grad & Undergrad 6. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan. Audience: Graduate 7. Apply the CFP Board Financial Planning Practice Standards to the financialplanning process (including applying the regulations and ethical behavior that governs the relationship between the planner and the client). Audience: Both Grad & Undergrad