FINC 498 - Comprehensive Financial Planning

Institution:

Columbia College - Missouri

Subject:

Description:

A study of the principles and practices of professional financial planning using an integrated planning model. Case studies will allow students to simulate real-world experience by integrating tax, insurance, and investment planning strategies into comprehensive financial plans. This investments course provides a foundation in modern portfolio theory and portfolio management with special consideration given to retirement planning. Prerequisite: FINC 354.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.ccis.edu

Phone Number:

(573) 875-8700

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Semester

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