ACE 445
fall 2025
All Classes
Intermediate Financial and Estate Planning
Credit: 4 hours.
Covers financial and estate planning philosophies, techniques, and procedures. Students will utilize case studies and problem-solving activities to construct financial plans for individuals and families in various life cycle stages and family structures.
4 undergraduate hours. 4 graduate hours. Prerequisite: ACE 240 or FIN 232; ACE 300 or ECON 302; or consent of instructor. ACE 349 or FIN 230 is recommended. Restricted to students with junior standing.

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