Finance - Intro Financial Plang&Retiremt

Catalog description

This course is a fundamental introduction to personal financial planning and retirement planning. The course will survey the economic, ethical, and regulatory environment of the profession as well as the basic tools and techniques used in support of the financial planning process. Retirement planning topics covered include retirement needs analysis, employee benefit and retirement plans, social security, and enterprise retirement plan selection and succession planning. Prerequisite: KU Core 34 English requirements (or Goal 1, Outcome 2) and KU Core 34 Math & Statistics requirement (or Goal 2, Outcome 1) and ACCT 200 or FIN 305.