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Course Criteria
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4.00 Credits
Prepares students for the solicitation, purchase, and/or sale of securities products. Topics include corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, and variable contracts. Prerequisite: FIN200
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2.00 Credits
An introduction to computer-based problem simulation in the world of fi nancial services. Students learn how to use fi nancial modeling and spreadsheets to solve real-world fi nancial planning problems. Prerequisites: CIS115, ACC104
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4.00 Credits
Provides an overview of the fundamental principles of fi nancial theory and practice. Students become familiar with the fi nancial organization and operation of a business. Topics include fi nancial analysis, planning and control, budgeting and forecasting, and short- and longterm fi nancing. Prerequisite: ACC104
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4.00 Credits
Provides an in-depth analysis of the fi nancial planning process. Topics include the CFP Board's Code of Ethics and Professional Responsibility, emergency fund planning, credit and debt management, fi nancial institutions, educational funding, property tilting, and monetary settlement planning.
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4.00 Credits
Students become familiar with the principles of risk management and insurance planning. Topics include risk exposure, property and casualty insurance, general business liability, and life, health, disability, and long-term care insurance.
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4.00 Credits
Students learn the principles of constructing and managing investment vehicles with relation to client needs. Topics include an overview of investment vehicles, measures of investment risk and returns, portfolio management, asset pricing, leverage, and hedging options.
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4.00 Credits
Students learn and analyze the principles of taxation. Topics include income tax fundamentals, trusts and estates, costrecovery, and charitable contributions.
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4.00 Credits
Focuses on the effective planning, implementation, and monitoring of individual and business-sponsored retirement plans. Topics include retirement needs analysis, social security, Medicare, and distributions.
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4.00 Credits
An introduction to the world of estate planning. Topics include property transfer at death, gifting strategies, incapacity planning, trusts, and charitable giving.
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4.00 Credits
An introduction to spoken and written French for students with no previous knowledge of the language. Topics include grammar construction, vocabulary acquisition, and oral communication.
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