FSMA 420 - Case Studies Financial Plng

Institution:

SUNY College of Agriculture and Technology at Cobleskill

Subject:

Description:

Focus will be given to actual situation analysis and applying current insurance, investment, retirement planning, and tax tools and concepts to a variety of case studies. Each area of insurance, investments, income taxation, retirement and emploloyee benefits, and estate taxation willhave at least two directly related case studies. Also, each student will complete two comprehensive problems. Prerequisite: FSMA 410 Estate Planning

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.cobleskill.edu/

Phone Number:

(518) 255-5525

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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