FIN 3326 - Financial Planning and Insurance

Institution:

Texas State University

Subject:

Description:

An introduction to the steps in the financial planning process from the planner/client perspective. Topics include assessing client objectives, financial planning, and practice management. Insurance planning is emphasized. Prerequisite: FIN 3312.

Credits:

0.00 - 3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.txstate.edu

Phone Number:

(512) 245-2111

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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