BA 9325 - Seminar in Financial Planning

Institution:

St. Mary's University

Subject:

Business Administration

Description:

This course is a review, analysis, and application of the financial planning process. It examines insurance coverages applicable to financial planning. The course includes case application of the tools learned in several courses to accomplish the goals of individual financial planning. Information development, risk management, investment strategies, retirement planning, tax planning, and estate planning are reviewed. Prerequisites: AC 8356, AC 8357, BA7370, and BA 8367 or permission of the MBA or M.Acc. Program Director.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Seminar

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.stmarytx.edu/

Phone Number:

(210) 436-3011

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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