Courses at the 500-level

The role of mutual fund investing for the achievement of the goals of the client is reviewed. Focus is on the need for ongoing portfolio realignment and risk management. Various funds and reporting services are also explored.
3 credit hours

• ACCT 533
• or consent of instructor

Determination of the optimum portfolio to meet the needs of specific clients is examined. Focus is on risk considerations, diversification, and strategy development within the context of client expectations and goals.
3 credit hours

• Consent of chair

Insurance information that financial planners need to know is discussed. Topics include best products available, risks to being insured, policy provisions, and adequacy of insurance coverage.
3 credit hours

• ACCT 533
• or consent of chair