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all classes   first 8 weeks   second 8 weeks   EMB 2/03-5/20   evenings (4pm and later)

ACE 445
Financial Plan and Counseling

Credit:  4 hours.


Financial planning and counseling philosophies, techniques, and procedures with application to individuals and families in various life cycle stages and family structures. Course will use case studies, problem-solving activities, educational exhibit preparation and participation. A financial counseling clinic will focus on debt management and retirement planning. Prerequisite: ACE 245 and junior standing or consent of instructor; FIN 230 or FIN 232 and FIN 434 are recommended.