FI 474 - Financial Planning

Institution:

University of Montevallo

Subject:

Description:

Development of financial planning principles and their application to the design of insurance, savings, and investment programs for individuals. Topics include property, health, life insurance, deposit-based and marketable savings alternatives, fixed income and equity investment alternatives including mutual funds. Prerequisite: FI 372.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.montevallo.edu

Phone Number:

(205) 665-6155

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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