Financial Planning for Professionals

Catalog description

Credits 3. 3 Lecture Hours. Financial planning from a professional perspective; applying basic financial, economic and institutional concepts to advise individuals, families and small businesses in achieving their financial goals; tools and topics include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, and retirement and estate planning. Prerequisites: AGEC 330 , FINC 409 or FINC 341 ; junior or senior classification.