FI 410A - Financial Planning and Services

Institution:

Merrimack College

Subject:

Description:

The course examines the many areas of the financial planning system. Topics explored include retirement planning, estate planning, insurance planning, investment planning and tax planning. The financial planner must understand the needs of the client and apply a financial plan which best suits those needs. One of the course objectives is for students to plan, develop and process financial plans for varying situations and circumstances. Prerequisite: BE 222A. Four hours per week.

Credits:

4.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.merrimack.edu

Phone Number:

(978) 837-5000

Regional Accreditation:

New England Association of Schools and Colleges

Calendar System:

Semester

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