Course Catalog

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

FI 434
Cases in Financial Planning

3 Unit(s)

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.

View Course Sections: Spring 2023