FIN 456 - Financial Planning and Portfolio Management

This course is designed to teach students skills common to the financial advising and portfolio management professions. During the first half of the course, students learn how to make appropriate client recommendations around financial planning issues such as budgeting, insurance, retirement planning, and taxes. These skills inform the second half of the class, where students learn how to build and rebalance portfolios for retail and institutional clients using a variety of investments, including stocks, bonds, mutual funds, and EFTs. Be the end, students should be able to develop an investment policy statement and a financial plan for a theoretical client. The course includes case studies and group work. If this course was taken under as a topics course in MGT 490, it cannot be repeated for credit.

Prerequisites: FIN 350 and STS 215 or STS 232

Course Typically Offered: Spring

Credits: 3