FI 398 - Advanced Topics in Financial Planning

Institution:

Bentley University

Subject:

Description:

Prerequisite(s): FI 340 This course explores the complex issues involved in planning for specialized client circumstances. As a result, the course highlights the effects of marriage, separation, and divorce, childbirth, career changes, inheritance, health difficulties, and the retirement or death of household members on financial planning activities. The course work also illustrates actual uses of financial planning tools and a technology in the development of segmented and comprehensive plans to help refine students' research, communication, and decision-making abilities.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.bentley.edu

Phone Number:

(800) 523-2354

Regional Accreditation:

New England Association of Schools and Colleges

Calendar System:

Semester

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