BUS 435 - Financial Planning

Institution:

The College of Saint Rose - Closed

Subject:

Business

Description:

An introduction to the personal, or family, financial planning process. This course serves as an overview to the career of a financial planning professional. Topics include: insurance and risk management, employee benefit plans, income and gift tax considerations, non-tax legal implications, as well as trust and estate planning. Limitations imposed by regulation and standards of professional ethics are emphasized. Students will practice communication proficiency, including counseling, in a variety of personal financial planning case studies. Prerequisite: BUS 301.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.strose.edu

Phone Number:

(518) 454-5111

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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