ACE 349

Spring 2024 All Classes

All Classes

Risk Management and Financial Planning Across the Life Cycle

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Credit: 3 hours.

Provides students with an in-depth view of risk management and insurance by following a case study over the course of the semester. Students will evaluate human capital, health, disability, life, property and casualty, business, retirement, and long-term care risks faced by financial planning clients. The course will feature multiple lectures and interviews with practicing financial planning professionals. Content will be delivered utilizing a life cycle approach, focusing on a hypothetical client household's risks as they evolve through early career (with and without dependents), mid-career with dependents, and near-retirement stages of life.

Credit is not given towards graduation for ACE 349 if credit for ACE 398 RM has been earned. Prerequisite: ACE 240 or FIN 232.

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ACE 349 class schedule data for spring 2024
	CRN	Type	Section	Time	Day	Location	Instructor	Section Details
	74131	Lecture-Discussion	RM	9:00AM -10:20AM	MW	David Kinley Hall	Sanchez, D	Part of Term: 1 Date Range: 01/16/24-05/01/24 Section Info: Risk Management and Financial Planning across the Life Cycle will provide students with an in-depth review of risk management and insurance by following a case study over the course of the semester. Students will evaluate human capital, health, disability, life, property and casualty, business, retirement, and long-term care risks faced by financial planning clients. The course will feature multiple lectures and interviews with practicing financial planning professionals. Content will be delivered utilizing a life cycle approach, focusing on a hypothetical client household's risks as they evolve through early career (with and without dependents), mid-career with dependents, and near-retirement stages of life. Prerequisite: ACE 240 or FIN 230.