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Course Description

Financial Planning Strategies and Case Studies serves as the capstone course for the SMU Program. The case-study format differs from the traditional lecture format in that students take a more active role in the learning process. Students complete a number of segmented financial planning cases related to insurance, investing, taxation, retirement planning and employee benefits, and estate planning. Students develop both basic and complex comprehensive financial plans by following the six step financial planning process. Students complete individual and group work and participate in the presentation of a comprehensive financial plan to the class. This experience serves as a model for application as a professional.
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