This course is a hands-on, problem-solving-based course designed for students who wish to learn about accomplishing the most common goals of lifetime financial planning. Over the course of the quarter, you will learn how best to answer key financial planning questions, such as: What lifestyle can my income support? Should I buy that first house or continue to rent? How much can I reasonably contribute towards the cost of my children's college education, and will that be enough? Should I insure against adverse events that could derail my financial plan, and if so, how? What do I need to be saving for my ultimate retirement? How much will I be able to spend after I stop working? And finally, will I be able to leave a financial legacy? While learning how best to answer these questions, you will be introduced to an array of financial instruments that may be most suitable for accomplishing your financial goals, such as term and whole life insurance, immediate and deferred annuities, and reverse mortgages. The course also discusses how individuals can increase the probability of financial success through knowledge of the tax code and estate planning. The course would be beneficial to anyone with financial goals, and especially relevant to those planning to work in wealth management or related roles. Co-requisite for this course is FINC-450 or consent of instructor.