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FSMA 5003  Investment Planning

Credits: 3.00 Credits

This course teaches the student how to prudently plan investments to take maximum advantage of opportunities as they arise. Prudent planning includes the ability to relate the present changing economic environment to investment prices and determining if those prices are related to traditional fundamentals of value. The student will also be able to construct portfolios and analyze the social impact of investment choices. Tax implications of various choices will also be discussed.

FSMA 5103  Tax Planning

Credits: 3.00 Credits

This course covers tax-planning considerations for both individuals and businesses. The students will analyze current tax laws and the steps involved in managing one's tax liability by using IRS regulations as part of an overall investment strategy. A final project will be required. The students will be given a set of facts and an overall objective. They must then research the applicable tax laws, recommend a course of action, and defend that course of action with the supporting IRS regulations. An oral and written presentation of the student's project will be required.

FSMA 6003  Employee Benefit Planning

Credits: 3.00 Credits

This course will enable the student to evaluate employee benefits from the employer's and employee's perspective and articulate the regulations and compliance necessary to maintain employee benefit plans. The course will focus on group benefits, fringe benefits and retirement plans and will require case studies and team projects to synthesize the knowledge acquired in the course.

FSMA 7023  Estate Planning

Credits: 3.00 Credits

This course is designed to expose students to the estate planning process. It explores the many issues to consider when assisting people to enhance and maintain their financial welfare. Emphasis is not only on the arrangements for the disposition of property at death, but also on steps that can be taken to increase overall family wealth and security while still alive. Topics include, but are not limited to wills, trusts, property ownership, future interests, long term care planning, fraudulent conveyances, as well as gift and estate taxation.

FSMA 7103  Money & Banking

Credits: 3.00 Credits

This course is an exploration of the role and importance of money in effective monetary policy as a solution for inflation and unemployment. The operation, function, and structure of the banking system and the functions of the central banking system will be the focus. The role of monetary theories, money management, and monetary policy will also be studied. The theoretical foundations of commercial and central banking will be discussed within the context of general economic activity.

FSMA 7123  Persnl Finan Planning Capstone

Credits: 3.00 Credits

This course focuses on the application of the knowledge base acquired in the prerequisite courses as part of the financial planning process. Emphasis will be on the analysis of data, critical thinking with regard to the client's circumstances, the presentation of information and the subsequent recommendations to a client. The interrelationship of all planning areas in the construction of a comprehensive plan will be highlighted. Assignments, presentations, quizzes, and other evaluations will be used to hone the student's analytical, presentation, and financial planning skills.

FSMA 8112  Financial Planning Internship

Credits: 12.00 Credits

Students complete 15 weeks of supervised field work in a selected financial service provider setting. The student must be engaged in bona fide financial planning work in at least one of the six core areas of investment planning, tax planning, estate planning, retirement planning, employee benefit planning, or insurance/risk management. Students carry out a planned program of educational experiences under direct supervision of an owner, manager or supervisor of financial services and/or financial planning in an organization.