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Nov 24, 2024
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ARCHIVED 2016-2017 Undergraduate Catalog [ARCHIVED CATALOG]
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FIN 370 - Wealth Management3.00 credit hours
This is a broad-based course in personal financial planning and personal finance intended for students interested in taking a first step toward careers in personal financial advising as well as students who seek to better manage their own financial affairs. Topics include the financial planning process, personal investing, mutual funds, retirement planning, tax planning, insurance planning, estate planning, investment advising, professional ethics and conduct and personal financial responsibility.
Prerequisite(s): FIN 350 .
ACR: Leadership, Ethics and Values.
Click here for the schedule of classes.
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