BUS 4253 - Financial Planning

Institution:

Texas Woman's University

Subject:

Description:

Comprehensive financial planning process based on model of Board of Standards of Certified Financial Planners (CFP). Collecting client data and establishing financial objectives. Insurance planning. Investment planning. Tax planning. Retirement planning. Estate planning. Special emphasis on financial planning issues unique to women. Credit: Three hours.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.twu.edu

Phone Number:

(940) 898-2000

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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