Principles of Insurance & Risk Management (FINA 4931):

Marquette University’s Insurance Concentration is an immersive program that prepares students for successful careers across the insurance industry—including operations, sales, strategy, and finance. Rooted in Marquette’s Jesuit values, the program emphasizes ethical decision-making, client-centered service, and strong analytical and communication skills. Students gain hands-on experience in key areas such as underwriting, claims, sales and marketing, and enterprise risk management.

Fundamentals of Financial Planning (FINA 4020):

Introduction to the framework and tools for preparing personal financial plans as a career path in the financial services industry. Topics covered include major asset purchases, managing liabilities, determining insurance needs, developing investment portfolios, tax strategies, retirement plans, and estate planning. Course also covers professional ethical standards.

Retirement Planning and Employee Benefits (FINA 4121):

A concise overview of retirement planning strategies and employee benefits. Students explore key retirement savings options, including 401(k)s, IRAs and pensions, as well as the basics of employee benefits like health insurance and life insurance. Equips students with the knowledge to advise on retirement and benefits planning in both individual and organizational contexts.

Estate Planning (FINA 4122):

Introduction to estate planning, focusing on the strategies for managing and transferring wealth. Students will learn about wills, trusts, probate, tax implications, and other legal tools used to ensure assets are distributed according to a person's wishes. The course is essential for anyone interested in financial planning, law, or managing personal or family estates.

Capstone in Financial Planning (FINA 4123)

This course serves as the culmination of the financial planning curriculum, integrating knowledge from previous courses into comprehensive financial plans. Students will work on real-world cases, applying advanced planning techniques in areas such as retirement, estate, tax, and investment planning. The course emphasizes practical experience, critical thinking, and professional communication skills, preparing students for a career in financial planning.