Catalogue 2019 - 2020

FIN 340 Introduction to Financial Planning

Credits

3 cr.

Prerequisite

EC 111, AC 201, and FIN 214.

Course Description

This course is an overview of how comprehensive plans for families and individuals are formulated by professional financial planners. Topics include developing client relationships, risk management through insurance planning, investment planning, retirement planning, tax planning and estate planning.

Offered

in the spring semester.

Fee