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  • FIN 6210: Retirement Planning

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any graduate program in the Woodbury School of Business. Examines topics of retirement planning and retirement plans at the graduate level from both employer and individual client perspectives. Uses case study approach to apply and integrate the material. Emphasizes the evaluation of financial alternatives. Provides learning activities that will facilitate student growth and development in written and oral communication skills.
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  • FIN 6260: Estate Planning

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any graduate program in the Woodbury School of Business. Describes elements of estate planning including gift, estate, generation skipping, tax implications and other relevant issues financial planners need to identify client needs. Identifies planning concepts, tools, and varied processes important to meet needs of individual clients.
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  • FIN 6300: Income Tax Planning

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any graduate program in the Woodbury School of Business. Examines the topic of income tax planning and forecasting for individual clients and small business owners. Executes a case study approach to integrate material and apply it within a personal financial planning context. Implements materials to facilitate student growth and development in written and oral communication skills. Organizes activities with local practitioners to provide an engaged learning experience.
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  • FIN 6340: Analytics and Advanced Statistics

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any graduate program in the Woodbury School of Business. Describes processes and methods that statisticians use to analyze business, financial, and related issues. Teaches how to determine types of data required to address specific problems, how to gather, analyze, and report that information to suggest solutions to identified problems. Evaluates the effectiveness of varied statistical processes in applying those techniques to address specific types of issues. Practices the application of statistical methods to the evaluation of identified problems.
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  • FIN 6350: Retirement Income Planning

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into the MFPA program in the Woodbury School of Business. Describes the special issues related to managing and sustaining retirement income for people depending on that source for livelihood. Evaluates alternative sources of income for retired individuals including social security, pensions, 401K, and other sources. Describes varied strategies for sustaining value, evaluating withdraws from principal, reviews of sustainability, and other related concepts.
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  • FIN 6370: Wealth Management

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into the MFPA program in the Woodbury School of Business. Introduces investment theory, literature and theories relating to the unique processes of household investment decision making. Implements quantitative investment analyses and the instruments appropriate to the development of an efficient household portfolio. Teaches quantitative and theoretical concepts requiring a basic knowledge of economics, finance, and the ability to work with spreadsheets. Applies practical concepts to prepare students to work as wealth managers in financial planning firms.
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  • FIN 6380: Advanced Estate Planning and Asset Protection

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 6260 recommended; admission into any graduate program in the Woodbury School of Business. Describes a variety of processes for evaluating asset values and paring those processes with client's requirements. Reviews alternative trust types, policies for achieving varied client objectives, and evaluating trust effectiveness.
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  • FIN 6390: Financial Technology

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any graduate program in the Woodbury School of Business. Provides an overview of financial software commonly used in financial planning and financial analytics. Evaluates software training processes. Introduces information technology used in financial services. Engages students in the process of financial technology system development.
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  • FIN 6400: Managing Client Relationships

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into the MFPA program in the Woodbury School of Business. Outlines processes for developing and sustaining client relationships to manage a professional financial planning operation. Reviews alternative electronic applications designed to support client relationships. Evaluates the effectiveness of alternative client management systems including both strengths and challenges of such systems.
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  • FIN 6450: Planning for Financial Planning Business Owners

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Acceptance into the Masters of FPA Program. Reviews varied business organizations, structures, processes, and other related activities necessary to the effective management of a financial planning business. Evaluates client management, financial planning software, business and tax accounting software, and other needed technology support. Teaches professional development activities for planning professionals and staff. Analyzes marketing, human resources, and other business function processes. Integrates best business practices.
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