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Financial Planning Track Course Descriptions

ACCT 3316 INDIVIDUAL TAXATION – This is a required course in the accounting major. Mode of instruction is lecture/problem solving. The course studies the fundamentals of taxation with major emphasis on those provisions having application to individual taxpayers.

ACCT4316 ADVANCED INCOME TAX – This is a required course in the accounting major. Mode of instruction is lecture/problem solving. The course covers advanced tax issues with emphasis on partnerships, corporations, estates, and gifts.

ACCT 4305 ESTATE PLANNING – Estate planning focuses on the efficient conservation and transfer of wealth, consistent with the client’s goals. The course is a study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfer and related taxes. The course is designed for students majoring in accounting who want to focus on the area of taxation and for students in the insurance major who are specializing in financial planning. The course will introduce students to the integrated discipline of estate planning.

FINA 3350 PERSONAL FINANCIAL PLANNING – This is a required course for finance and financial planning majors and an elective course for insurance and risk management majors. The main objective of the course is to acquaint students with fundamentals of financial planning and basic understanding of terminology and concepts that are widely used in the financial planning industry. The emphasis is on the latest financial planning methods and techniques for effective money management. The modes of instruction include lecture and discussion.

FINA 4332 INVESTMENTS – This is a required course for finance majors and insurance and risk management majors and an elective for BS economics majors. The mode of instruction is lecture and discussion. Basic theory, concepts, and principles applicable in making investment decisions. Emphasis on investment media, investment analysis, valuation techniques, and portfolio construction and management.

INSU 3315 LIFE AND HEALTH INSURANCE – This is a required course in the insurance and risk management major. The course covers the nature and importance of life and health risks and the functions or uses of insurance contracts in treating these risks. Included are business insurance, annuities, and estate planning. Primary modes of instruction are lectures and discussions. Prerequisites: INSU 3324 or permission of the instructor.

INSU 3324 RISK AND INSURANCE – This is a required course in the insurance and risk management major and an elective course in the Finance major. The mode of instruction is lecture and discussion. Introduction to the basic principles of insurance. Review of the risks that households and businesses experience and the policies used to ensure against these risks. This course is designated a computer intensive course for majors in Insurance and General Business Administration.

INSU 4315 EMPLOYEE BENEFITS – This is a required course in the insurance and risk management major. The course focuses on the study, design, and administration of group health, disability, life insurance, and retirement plans. Also includes a study of social security and other related programs for mitigating economic losses due to personal and business risk problems. The course also discusses profit sharing, 401(k) plans, and flexible benefit plans. Primary modes of instruction are lectures, discussions, and case studies. Primary modes of instruction are lectures, discussions, and case studies.