ESSENTIALS OF FINANCIAL PLANNING
ESSENTIALS OF FINANCIAL PLANNING
2023 Fall 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: PREREQ: FNBSLW 345 CAN BE TAKEN AS EITHER A PREREQ OR COREQ. 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 | ||
|---|---|---|---|---|---|
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01-LEC 3450
3 Units
|
09/05 - 12/08 (1) | MW 11:00 AM - 12:15 PM |
Weineng Xu
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22-LEC 3451
3 Units
|
09/05 - 12/08 (1) |
Gene Toboyek
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