ACCT 70651 - Spec Top in Tax I: Pers Fin

Institution:

University of Notre Dame

Subject:

Accountancy

Description:

Personal Financial Planning is an intensive course consisting of a series of modules covering estate and gift planning, risk management, retirement planning, income tax planning and investment planning. The objectives of this course are to enable the student to provide basic income tax and investment planning services, to provide estate and gift planning services, recognize opportunities for practice development, evaluate insurance proposals in terms of their economic and tax implications, analyze the economic and tax benefits of Social Security and of various retirement plans.

Credits:

1.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.nd.edu

Phone Number:

(574) 631-5000

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Semester

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