Semester:
Fall of every year, Spring of every year
Credits:
Total Credits: 3 Lecture/Recitation/Discussion Hours: 3
Restrictions:
Open to students in the Financial Planning and Wealth Management Major and open to students in the Financial Planning and Wealth Management Graduate Certificate.
Not open to students with credit in:
FI 370
Description:
Techniques used to develop and implement comprehensive plans to achieve a person’s overall financial objectives. Budgeting, debt management, investing, tax planning, risk management, employee benefits, retirement planning, and estate planning.