New York University 3 credits Financial Planning
This course integrates each of the major aspects of financial planning in the context of a comprehensive financial plan using case studies that apply financial planning principles using an integrative holistic approach. It also provides an overview of software applications as well as data gathering, working with clients, creation of a comprehensive financial plan, presenting the plan, recommendations and implementation. Prerequisites: MSFP1-GC 1000 AND MSFP1-GC 1005 AND MSFP1-GC 1010 AND MSFP1-GC 1015 AND MSFP1-GC 1020 AND MSFP1-GC 1025.
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