Retirement and Estate Planning is aligned with the Certified Financial Planner curriculum — real retirement and estate strategy for individuals, families, and businesses.
What FINC 355 covers
(Content aligned with the Certified Financial Planner [CFP] curriculum.) A comprehensive study of retirement and estate planning techniques for individuals, families, and businesses. The aim is to evaluate retirement plans, analyze regulatory considerations of retirement planning, and apply estate planning techniques.
Discussion covers processes of retirement planning (retirement need, investments, taxes, Social Security, Medicare, qualified versus nonqualified plans, and tax-advantage plans) and estate planning (wills, trusts, asset protection, and life insurance).
Typical FINC 355 assignments
Expect assignments requiring you to build a retirement or estate plan for a specific client scenario, incorporating regulatory considerations and tax-advantaged strategies.
Key topics in FINC 355
- Retirement needs analysis
- Social Security and Medicare planning
- Wills and trusts
- Estate asset protection strategies
Writing tips for FINC 355
Follow the assignment instructions and rubric line by line
UMGC assignments for FINC 355 are graded against a specific rubric or grading criteria your instructor provides — every requirement has to be visibly addressed. Skipping a requirement because it seems minor is one of the most common reasons a strong submission loses points.
Show the actual financial calculations, not just conclusions
Finance courses like FINC 355 are rarely satisfied by a purely narrative analysis — evaluators want to see the actual numbers worked through: valuations, ratios, present-value calculations, or portfolio metrics. Show your work, not just your final recommendation.
Ground recommendations in the specific scenario’s numbers, not generic finance theory
Finance assignments typically hand you a specific company, portfolio, or financial situation and expect your recommendation to genuinely fit that data, not finance theory recited in the abstract. Evaluators check whether your reasoning is grounded in the given numbers.
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Why students seek help with FINC 355
Students sometimes recommend retirement/estate strategies generically without the specific regulatory and tax considerations (Social Security rules, qualified plan regulations) the course requires — the rubric typically wants that regulatory grounding explicit.
How GradeEssays helps with FINC 355
Share your client scenario and rubric, and your writer will build a retirement/estate plan genuinely grounded in the specific applicable regulations and tax rules.
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Place Your Order View All ServicesPrerequisites and course context
FINC 355 has no listed additional prerequisites, though its content aligns with the CFP curriculum.
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Frequently asked questions
FINC 355 has no listed additional prerequisites, though its content aligns with the CFP curriculum.
Students sometimes recommend retirement/estate strategies generically without the specific regulatory and tax considerations (Social Security rules, qualified plan regulations) the course requires — the rubric typically wants that regulatory grounding explicit.