FINA 318 - Introduction to Financial Planning

Institution:

Saint John Fisher University

Subject:

Description:

This course is designed to introduce students to the growing and dynamic field of financial services, specifically financial planning, insurance, and investment advising. It examines the three major areas of financial planning-investing, insurance, and retirement planning-and focuses oncollege funding and retirement funding in some depth. Restriction: Junior and senior status.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.sjfc.edu

Phone Number:

(585) 385-8000

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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