ACCT 437 - Principles of Personal Financial Planning and Taxation

Institution:

Case Western Reserve University

Subject:

Description:

This course focuses on financial planning for individuals. It is designed to be an overview course that touches on the basic concepts of each area of financial planning including general principles of financial planning, insurance planning, investment planning, income tax planning, retirement planning, estate planning, and planning for college education funding. Upon completion of this course, the student should be able to identify major issues in these areas and prepare a basic comprehensive financial plan for a hypothetical client. This course should provide the student with an appreciation for the amount of additional education necessary in order to become qualified as a Certified Financial Planner. Prereq: ACCT 305.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.case.edu

Phone Number:

(216) 368-2000

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Semester

The Course Profile information is provided and updated by third parties including the respective institutions. While the institutions are able to update their information at any time, the information is not independently validated, and no party associated with this website can accept responsibility for its accuracy.