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BADM687. Financial Planning & Wealth Management

This course examines the financial issues arising from personal financial planning and investment management. Among the topics included are financial planning, life cycle financial planning, retirement and estate planning, tax planning, investment planning, wealth management, employment benefits management, risk management, insurance, asset allocation, securities trading, and client communication strategies. This course is recommended for students who wish to become practitioners in financial planning and wealth management and for professionals considering a career transition or career advancement in the financial planning and wealth management industry. Considerable attention is paid to the topics covered in the Certified Financial Planner (CFP) program.