Selected Topics in Financial Planning

The goal of this course is to expose students to selected financial planning topics not covered in TAX 9871, and to enable students to develop a financial plan applying those topics to the basic four core personal financial planning areas:(i) tax planning as it relates to personal financial planning, (ii) risk management, (iii) investments, (iv) financial independence. This course will also explore the general principals of personal financial planning: (i) statement of financial position, (ii) spending plans, (iii) personal financial ratios. This course will focus on two disciplines: (i) technical skills, (ii) subject matters associated with implementing a financial plan based on information contained in a tax return or tax planning strategy.