Jan 28, 2025  
2021-2022 Undergraduate Catalog 
    
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2021-2022 Undergraduate Catalog [ARCHIVED CATALOG]

FIN 4436 - Income Tax and Estate Planning

Credits: 4
Formerly: Financial Planning II
This course has been designed for students that are considering a career in Financial Planning.  The primary areas of focus for this course include: (1) Professional Conduct for those engaged in financial planning; (2) Tax Planning; (3) Business Financial Planning; and (4) Estate Planning. Use of the text will be supplemented with case studies that will give students the chance to apply course concepts to realistic fact patterns.  The course will conclude with a comprehensive case where students will create a financial plan that will address multiple financial objectives and choices. 
Prerequisite(s): FIN 3325  and FIN 4435