FIN 357 - Financial Planning & Portfolio Analysis

Institution:

Utica University

Subject:

Finance

Description:

Financial planning for individuals and families; retirement planning, estate planning, special circumstances savings goals, managing cash flow and debt, evaluating credit, and the appropriate application of insurance or annuity products. Prerequisites: RMI 273, FIN 333, ACC 201.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.utica.edu/

Phone Number:

(315) 792-3111

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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