The Financial Planning and Wealth Management program is designed to provide students with a solid understanding of the concepts and techniques used by wealth management advisors to help individual and institutional clients. As the industry continues to evolve, students will gain the necessary skills to help firms meet the expanding needs of their client base.
Contact
To learn more, contact Stephen Schiestel at schiestel@broad.msu.edu.
Topics
- Planning process
- Cash flow and balance sheet
- Debt/liability management
- Investment planning
- Tax planning
- Insurance and risk management
- Retirement planning
- Education planning
Skills
- Critical thinking
- Oral communication skills
- Written communication skills
- Relationship management
- Behavioral finance
Courses
Students who complete all six (6) courses in the program will satisfy the education requirement that is needed to be eligible to sit for the Certified Financial Planner (CFP®) exam upon graduation. Students will come away with a solid understanding of the techniques of planning along with interpersonal skills required for success.
- F1 311 Financial Management
3 credits
Overview of financial management for business majors. Analysis of financial statements, markets and assets. Risk and valuation, corporate budgeting and investment decisions. International and ethical implications. Current events applications.
View full course description at the Office of the Registrar.
- FI 312 Introduction to Investments
3 credits
Theoretical and empirical analyses of securities. Risk and return formation. Security analysis and concepts of market efficiency. Common stocks, bonds, options, futures and mutual funds.
View full course description at the Office of the Registrar.
- FI 370 Introduction to Wealth Management
3 credits
All components of financial planning covered with an emphasis on general principles, investment planning and employee benefit retirement planning.
View full course description at the Office of the Registrar.
- FI 380 Principles of Risk Management and Insurance
3 credits
Overview of the various techniques for measuring and managing risk. The focus is on risks related to mortality, health-related expenses, property damage and product liability.
View full course description at the Office of the Registrar.
- FI 470 Advanced Wealth Management
3 credits
This course covers personal retirement planning issues along with multiple case studies. The culmination of the course will be the preparation of a financial plan for a high net worth family.
View full course description at the Office of the Registrar.
- FI 491 Topics in Finance (Estate and Income Tax Planning)
3 credits
Examines estate and income tax planning issues pertinent for the financial planner.
View full course description at the Office of the Registrar.
Get Connected with Broad:
- Business College Complex
- 632 Bogue St
- East Lansing, MI 48824