FNCE 327 - Personal Financial Planning

Institution:

Roger Williams University

Subject:

FINANCE

Description:

Pre/Co-requisite: FNCE 301This course focuses on the concepts, tools and applications ofretirement and estate planning. Students are introduced to the logicof financial planning for retirement and/or estate purposes. Variousfinancial needs such as retirement income, health and insuranceprotection, dependent protection projections, etc. are forecast andanalyzed. Investment vehicles are utilized to develop a financial planto meet the forecast needs. Pension contributions, Social Security,Medicare/Medicaid implications are examined and incorporated intothe planning process.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.rwu.edu

Phone Number:

(401) 253-1040

Regional Accreditation:

New England Association of Schools and Colleges

Calendar System:

Semester

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