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FNCE 3715: Financial Planning
Overview of the financial and investment topics associated with professional financial planning and wealth management including the role of financial planners, financial plan construction, asset allocation, securities trading, tax planning, risk management and insurance, and retirement and estate planning.
- Credits
- 3
- Offered
- Spring 2027, Fall 2026
- Campuses
- Storrs, Waterbury, Hartford, Stamford
- Requirements
- Open to juniors or higher. Recommended preparation: FNCE 3101.
Spring 2027 sections
Taught by Edward Smith.
| Section | Type | Meets | Instructor | Campus | Room | Seats |
|---|---|---|---|---|---|---|
| 001 | LEC | 3:30PM - 6:00PM / Mo | TBA | Storrs | BUSN 215 | 15 of 35 open |
| 301 | LEC | TBA | Edward Smith | Waterbury | Online | 1 of 10 open |
| 701 | LEC | TBA | TBA | Hartford | Online | 3 of 15 open |
| 801 | LEC | TBA | Edward Smith | Stamford | Online | 0 of 15 open |
Seats as of Nov 12, 2026. HuskyScheduler shows live seats when you search.
Fall 2026 sections
Taught by David Baker.
| Section | Type | Meets | Instructor | Campus | Room | Seats |
|---|---|---|---|---|---|---|
| 001 | LEC | 6:00PM - 8:30PM / Tu | David Baker | Storrs | Online | 6 of 25 open |
| 701 | LEC | 6:00PM - 8:30PM / Tu | TBA | Hartford | Online | 5 of 15 open |
Seats as of Nov 12, 2026. HuskyScheduler shows live seats when you search.