TAX 9892
Selected Topics in Financial P · 3 credits · Spring 2027
About this course
The goal of this course is to expose students to selected financial planning topics not covered in TAX 9890, and to enable students to develop a financial plan applying those topics to the basic four core personal financial planning areas: (i) tax planning as it relates to personal financial planning, (ii) risk management, (iii) investments, (iv) financial independence. This course will also explore the general components of personal financial planning: (i) statement of financial position, (ii) spending plans, (iii) personal financial ratios. This course will focus on two disciplines: (i) technical skills, (ii) subject matters associated with implementing a financial plan based on information contained in a tax return or tax planning strategy.
Seat status as of Oct 2, 10:36 AM ET. Seats can change between refreshes.