Course Descriptions

The Course Descriptions catalog describes all undergraduate and graduate courses offered by Michigan State University. The searches below only return course versions Fall 2000 and forward. Please refer to the Archived Course Descriptions for additional information.

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FI 838  Advanced Financial Planning and Wealth Management

Semester:
Fall of every year, Spring of every year
Credits:
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 801 and FI 830 and FI 832 and FI 836
Restrictions:
Open to students in the Financial Planning and Wealth Management Major and open to students in the Financial Planning and Wealth Management Graduate Certificate.
Not open to students with credit in:
FI 470
Description:
Advanced retirement planning, client management, planning tools and software applications. Case-based capstone course resulting in the creation of a comprehensive financial plan.
Effective Dates:
FS22 - Open