ESSENTIALS OF FINANCIAL PLANNING Repeatable

Catalog description

This course serves as an introduction to the occupational area of Financial Planning and surveys the following topics: determining financial objectives, formulating investment objectives, tax planning, insurance planning, and retirement and estate planning. PREREQ: (COBE MAJOR: 2.50 CUMULATIVE GPA) OR (NON-COBE MAJOR/MINOR/COBE MINOR: 60 CREDITS AND 2.00 CUMULATIVE GPA) COREQ: (PRIOR COMPLETION OR CONCURRENT ENROLLMENT IN FNBSLW 345 ) OR FINANCIAL SERVICES SALES CERTIFICATE