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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Course Descriptions: Search Results

FI 370  Introduction to Wealth Management

Semester:
Fall of every year
Credits:
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 311
Restrictions:
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management.
Description:
Techniques used to develop and implement comprehensive plans to achieve a person’s overall financial objectives. Budgeting, liability management, investing, tax planning, risk management, employee benefits, retirement planning, and estate planning.
Effective Dates:
FS19 - US20


FI 370  Introduction to Financial Planning and Wealth Management

Semester:
Fall of every year
Credits:
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 311
Restrictions:
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management.
Description:
Techniques used to develop and implement comprehensive plans to achieve a person’s overall financial objectives. Budgeting, liability management, investing, tax planning, risk management, employee benefits, retirement planning, and estate planning.
Effective Dates:
FS20 - US22


FI 370  Introduction to Financial Planning and Wealth Management

Semester:
Fall of every year
Credits:
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 311 or FI 311H or FI 320
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:
Techniques used to develop and implement comprehensive plans to achieve a person’s overall financial objectives. Budgeting, liability management, investing, tax planning, risk management, employee benefits, retirement planning, and estate planning.
Effective Dates:
FS22 - Open