FIN 447 - Financial Planning

Institution:

National University

Subject:

Description:

(Prerequisites: FIN 310 and FIN 442) The course is an overview of the broad spectrum of financial planning, including activities such as producing a comprehensive plan to meet the client's needs and goals for sound financial management, gathering of client information, analyzing client objectives, and using communication skills essential to obtaining quantitative and qualitative client data. It also acquaints students with the importance of retirement and estate planning and tax management.

Credits:

4.50

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.nu.edu

Phone Number:

(800) 628-8648

Regional Accreditation:

Western Association of Schools and Colleges

Calendar System:

Other academic year

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