FIN 444 - Financial Planning

Institution:

Saint Louis University-Main Campus

Subject:

Finance

Description:

This course is designed for students who are targeting careers in financial planning and wealth management. We will study the financial planning process: determining a client's financial objectives, considering alternative methods for meeting those objectives, selecting the method best suited for a client's circumstances, implementing and periodically assessing/revising the plan. Particular focus will be on retirement planning and "big picture" issues in investing in equities, bonds and alternative investments. Pre-requisites: FIN 333 and FIN 363.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.slu.edu

Phone Number:

(314) 977-2222

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Semester

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