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Financial Planning

Course Course Title Class Lab/ Shop Clinical/ Co-op Credit
BAF 143 Financial Planning 3 0 0 3
Prerequisites: ENG 002 and MAT 003
Corequisites: None
Effective Term: Summer 1997

This course covers the perspectives, principles, and practices of financial planning. Topics include investment, retirement, tax, and estate planning. Upon completion, students should be able to understand the process that looks at a customer’s financial picture and recommend strategies to achieve the customer’s objectives.

2014FA - New Local Prereq: DRE 098

2019SP - Revised Local Prereq: Add ENG 002 and MAT 003

2020FA –DRE 098, DMA 030 Removed

This Course can be found in these Programs of Study

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