Semester:
Fall of every year
Credits:
Total Credits: 3 Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 311 or FI 311H or FI 320
Restrictions:
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management and open to students in the Financial Planning and Wealth Management Minor.
Description:
Techniques used to develop and implement comprehensive plans to achieve a person’s overall financial objectives. Budgeting, liability management, investing, tax planning, risk management, employee benefits, retirement planning, and estate planning.