ESSENTIALS OF FINANCIAL PLANNING
ESSENTIALS OF FINANCIAL PLANNING
2026 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: PREREQ: (COBE MAJOR: 2.50 CUMULATIVE GPA) OR (NON-COBE MAJOR/MINOR/COBE MINOR: 60 CREDITS AND 2.00 CUMULATIVE GPA) COREQ: (PRIOR COMPLETION OR CONCURRENT ENROLLMENT IN FNBSLW 345) OR FINANCIAL SERVICES SALES CERTIFICATE
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 2692
3 Units
|
01/26 - 05/09 (1) | MW 9:30 AM - 10:45 AM |
Pengyu Qian
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