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 versions prior to Fall 2000.

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Course Descriptions: Search Results

FI 470  Advanced Wealth Management

Semester:
Spring of every year
Credits:
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 370
Restrictions:
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management.
Description:
Advanced estate, tax and retirement planning. Client management, planning tools and software applications. Creation of a comprehensive financial plan.
Effective Dates:
FS19 - US20


FI 470  Advanced Financial Planning and Wealth Management

Semester:
Spring of every year
Credits:
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 370
Restrictions:
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management.
Description:
Advanced estate, tax and retirement planning. Client management, planning tools and software applications. Creation of a comprehensive financial plan.
Effective Dates:
FS20 - US22


FI 470  Advanced Financial Planning and Wealth Management

Semester:
Spring of every year
Credits:
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 370 and FI 380 and FI 460
Restrictions:
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management and open to students in the Financial Planning and Wealth Management Minor.
Description:
Capstone course focused on all aspects of financial planning, Client management, planning tools and software applications. Creation of a comprehensive financial plan.
Effective Dates:
FS22 - Open