Course Catalog

Golden Gate University offers degree and certificate programs at three teaching centers and online.

FI 434
Cases in Financial Planning

Uses case studies that apply financial planning principles to strategic personal wealth management for advising clients in the comprehensive financial and estate-planning approach. Topics include: integrating and balancing client needs with financial products and strategies, update on taxation and new financial products, writing a comprehensive financial plan, presenting the plan, implementing the plan, providing periodic review, professional literature and resources, qualitative client factors and analysis, financial counseling techniques, and computer resources. Prerequisite: FI 420 , FI 421, FI 422, FI 425, FI 426 and FI 483.

Units: 3 , Offered: Spring 2021 , Fall 2020