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FINANCIAL PLANNING PROCESS

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FINANCIAL PLANNING PROCESS

2012 Fall Term

3 Units

Finance & Business Law 739

This course explores the quantitative and qualitative aspects of the Personal Financial Planning process. It includes study of the following areas: determining financial objectives, formulating investment objectives, tax planning, insurance planning, retirement planning and estate planning. Prereq: FNBSLW 718

Other Requirements: PREREQ: FNBSLW 718 OR FNBSLW 344, GRADUATE STUDENTS MUST BE ADMITTED TO THE M.B.A. OR M.P.A. ACCOUNTING.

Class Schedule

Disclaimer

  • This schedule is informational and does not guarantee availability for registration.
  • Sections may be full or not open for registration. Please use WINS if you wish to register for a course.
Section Details Meeting Details & Topic Instructor Syllabus
 
01-LEC 3381
3 Units
09/04 - 12/21 (1) Th 6:30 PM - 9:00 PM
Rashiqa Kamal
HH1310HH1310
09/04 - 09/13 (1) Th 6:30 PM - 9:00 PM
Rashiqa Kamal
HH1308HH1308

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