FN 3360

Financial Counseling.

St. Mary's University · UGRD · Fall 2026

1 section

Catalog description

Analysis and application of the financial planning process for executives and small business owners. Emphasis on life and health insurance, annuities, social security, and real estate investments; developing client data; fundamentals of estate planning and taxation relating to insurance, investments and estates. Prerequisites: FN 3310 . (Fall, Spring).

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Class #st_mary_s-0812Fall 2026UGRD3 credits

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Instructor: Staff

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