MSFP 601 Aging & Gerontology

As longevity increases and demographic shifts reshape society, financial planners must be equipped to address the complex needs of aging individuals and their families. Aging and Financial Planning explores the intersection of aging, financial planning and well-being throughout the client engagement. This course provides students with a multidisciplinary framework to assess how aging influences financial behaviors, needs, and risks. Students will critically examine the psychological, physiological, and social dimensions of aging and evaluate how these factors contribute to retirement satisfaction, successful aging, and long-term financial security.