Apr 23, 2024  
2021 - 2022 University Catalog 
    
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2021 - 2022 University Catalog [ARCHIVED CATALOG]

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FNCE 327 - Personal Financial Planning

Prerequisites: None
Corequisite: FNCE 301 
This course focuses on the concepts, tools and applications of retirement and estate planning. Students are introduced to the logic of financial planning for retirement and/or estate purposes. Various financial needs such as retirement income, health and insurance protection, dependent protection projections, etc. are forecast and analyzed. Investment vehicles are utilized to develop a financial plan to meet the forecast needs. Pension contributions, Social Security, Medicare/Medicaid implications are examined and incorporated into the planning process.

3 credits


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