FNCE 2820 - Introduction to Personal Financial Planning
Primary Instructor
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Fall 2018 / Spring 2019 / Fall 2019 / Spring 2020 / Fall 2020 / Spring 2021 / Summer 2021 / Spring 2022
Introduces the concepts, tools, and applications of personal financial planning. Provides the students with tools and techniques for managing their personal finances. With these skills, students gain the ability to effectively deal with their ever-changing financial environment.
FNCE 3030 - Investment and Portfolio Management
Primary Instructor
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Fall 2021 / Fall 2022
Develops modern portfolio theory and applies it to pricing both individual assets and portfolios of assets. Topics include Markowitz portfolio selection model, capital asset pricing model, arbitrage pricing theory, bonds, portfolio performance measurement, and issues of market efficiency. Formerly FNCE 4030.
FNCE 3040 - Retirement Planning
Primary Instructor
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Spring 2020 / Spring 2021 / Spring 2022
Part one of the course focuses on risk management and insurance concepts for personal financial planning. Topics include insurance for life, health, disability, property and liability risks, as well as annuities, group insurance and long term care. Part two of the course focuses on retirement planning and employee benefits in personal financial planning. Provides an understanding of the concepts of social security and Medicare benefits, retirement plan types, group insurance benefits and distribution options.
FNCE 3820 - Principles of Personal Financial Planning and Insurance
Primary Instructor
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Fall 2018 / Spring 2019 / Fall 2019 / Spring 2020 / Fall 2020 / Spring 2021 / Fall 2021 / Spring 2022 / Fall 2022
Provides an introduction to the financial planning process for future financial planners. This includes the approaches to financial planning, interpersonal communication, and behavioral finance. Topics include financial statements and introductions to investment, estate, tax and retirement planning. Risk management and insurance planning is presented as well.
FNCE 4840 - Personal Financial Plan Development Capstone
Primary Instructor
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Fall 2019 / Fall 2020 / Fall 2021
Reviews, integrates and applies personal financial planning concepts and skills. It builds on the previous PFP courses taken in the program. Students will prepare written financial plans based on comprehensive and integrative cases. The case method is a primary instructional tool. Individual and team written reports, as well as class presentations of cases, are required.
