FINC 310 - Fundamentals of Financial Planning

Institution:

New York Institute of Technology

Subject:

Description:

This course deals with basics of financial planning. Topics include the financial planning process; measuring client risk propensities communication skills: using time-value analysis in financial planning; basics of income, estate and gift tax planning; basics of insurance, investment and retirement planning; the regulatory and ethical environment information technology; and a sample financial planning case.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.nyit.edu

Phone Number:

(516) 686-7516

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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