Introduction to Financial Planning

Prerequisite(s): FINC 221 or FINC 300. Restriction(s): BS Business Administration students only. A comprehensive introduction course on the fundamentals of financial planning. A review of the financial planning process and regulatory practices in the field of financial planning will be completed. Topics include advanced techniques of personal sector cash flow, asset and liability management, life cycle financial planning, investment management, tax planning, and retirement and estate planning. Client communication strategies will also be examined.

Term 202440 #42551 FINC318
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Instructor
Silverman, Lawrence Email View Faculty Courses
Meeting Times
Location: SBUS 421 (M)
@ 17:30 - 20:00
From 2024-09-04 to 2024-12-20
Enrollment

0

seats available

38

currently enrolled

38

maximum enrollment

Section Tally

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