BA 4235 - Financial and Retirement Planning

Institution:

Delaware Valley University

Subject:

Description:

This course introduces the student to the process of financial and retirement planning. The course looks into why there is a need for financial planning and explains the process from the data gathering stage through to the monitoring of the final plan. The course focuses special attention on the retirement planning process including sources of retirement funds and evaluating the risk of clients outliving their resources. The course also explains the regulatory and ethical issues around financial planning. Prerequisite: Fundamentals of Investing and Risk Management and Insurance. 3 hours Lecture and discussion - 3 credits

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.delval.edu

Phone Number:

(215) 345-1500

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

The Course Profile information is provided and updated by third parties including the respective institutions. While the institutions are able to update their information at any time, the information is not independently validated, and no party associated with this website can accept responsibility for its accuracy.