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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 design an employee benefit plan that encompasses the client's stated goals and objectives while keeping the plan in compliance with federal regulations. A capstone project will be required. The capstone project will consist of a given set of facts, goals and objectives with which the student must design an employee benefits plan, keeping within the constraints assigned and using 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 will engage the student in critical thinking and decision-making about personal financial management topics in the context of the financial planning process. Students can meet the objectives of this course by developing one or more comprehensive financial plans that are presented in written and oral formats. Plans may be based on prepared directed cases, prepared open-ended cases, or on actual client households. Students are exposed to cases involving a broad spectrum of financial planning issues rather than single-issue cases. Students will be required to complete two hypothetical directed cases, one written comprehensive financial plan, and an oral presentation of the comprehensive financial plan. This is the Capstone course in the financial planning curriculum.

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.