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ESSENTIALS OF FINANCIAL PLANNING

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ESSENTIALS OF FINANCIAL PLANNING

2019 Spring Term

3 Units

Finance & Business Law 401

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.

Other Requirements: COREQ: FNBSLW 345 CAN BE TAKEN AS EITHER A PREREQ OR COREQ TO FNBSLW 401. PREREQ: ADMISSION TO UPPER DIVISION AND A 2.50 COMBINED CUMULATIVE GPA FOR BUSINESS MAJORS OR 60 UNITS AND 2.00 COMBINED CUMULATIVE GPA FOR MINORS/NON-BUSINESS MAJORS FOR WHICH THIS COURSE IS AN OPTION

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 3565
3 Units
01/22 - 05/11 (1) MW 8:00 AM - 9:15 AM
Gene Toboyek
HH1311HH1311
 
02-LEC 3566
3 Units
01/22 - 05/11 (1) MW 11:00 AM - 12:15 PM
Weineng Xu
HH1305HH1305

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