3 credits
Fall 2026 Lecture Upper Division
The course utilizes a kinesthetic case study approach toward financial planning for middle-income, upper-income, and high-income households. Key components of a holistic financial plan include basic financial management, insurance planning, tax planning, investment planning, education funding, retirement planning, and estate planning. Industry leading software is used to demonstrate how to create a financial plan to meet financial objectives and demonstrate how these components are interconnected to comprise a holistic financial plan. As each component of the plan is developed, the various options and ramifications of those options are explored.
Learning Outcomes1Apply the content found within a Financial Plan and effectively apply and integrate this information in the formulation of a financial plan.
2Communicate 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.
3Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan.
4Analyze personal financial situations, evaluating client's objectives, needs, and values to develop an appropriate strategy within the financial plan.
5Identify strengths and weaknesses of various approaches to a specific problem.
6Evaluate the impact of economic, political, and regulatory issues regarding the financial plan.
Prerequisites
Restrictions
made by Purdue students.