Curriculum

Estate Planning (12 weeks)
FIN705: Identification and analysis of those aspects of federal and state law affecting estate planning and taxation.

Investments (12 weeks)
FIN651: Characteristics of financial markets and instruments; pricing individual securities; portfolio selection and analysis; measurement of risk. 

Federal Taxation of Individuals (12 weeks) ACCT522: Taxation of individuals, including income, deductions, credits, social security taxes and property transactions.

Individual Insurance Management (12 weeks) FIN522: Economic, legal, social and ethical considerations of individual, business and group insurance, including life, health, property, liability and social insurance.

Personal Financial Planning (12 weeks)
FIN589: Includes data gathering, cash flow and debt considerations, retirement and education funding, plan formulation and implementation. This course also will include a review of key topics in statistics, economics, business law and finance.

Employee Benefits and Retirement Planning (8 weeks)
FIN523: Employee benefit and pension planning, including regulation and taxation issues; integration with Social Security.

Financial Planning Programs
San Diego State University
5500 Campanile Drive
San Diego, CA 92182-8236
Telephone: (619) 594-4354
Fax: (619) 594-3272

email: asomers@mail.sdsu.edu

Accredited by AACSB International