Lecture
Fundamentals of Fin Planning
Course and term details
- Sequence
- 40
- Part of term
- 2
- Term
- Fall 2026
- Delivery
- Online-Asynchronous
- Delivery code
- I
- Linked section
- No
- Open section
- Yes
Fall 2026
FIN5750 CRN 12531Fundamentals of Fin Planning
LectureOnlineZhang, JackOnline · async
Section data from the UW course catalog via uwyoschedule. Confirm seats and meeting times in WyoWeb before you register.
Schedule
Days TBD
08/31/2026 – 10/23/2026
Meeting type
No Meeting · LEC
Faculty
Zhang, JackPrimary
yzhang29@uwyo.edu
Seats
24
open of 40 seats
Enrollment and waitlist
- Enrollment
- 16
- Maximum enrollment
- 40
- Seats available
- 24
- Wait capacity
- 10
- Wait count
- 0
- Wait seats available
- 10
Course description
This is a survey course for financial planning and wealth management. The topics include insurance planning, tax planning, investment planning, retirement planning, estate planning, and professional conduct. The course will focus on acquiring a framework for understanding the major components of financial planning and developing a coordinated financial plan. Cross listed with MBAX 5750. Prerequisites: Admission to MS Finance, MBA, MBAX, MS Accounting, CFP Certificate Program or department approval.
Credits
3
3
All credit fields
- Credit hours
- 3
- Credit range
- 3
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