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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: None | |||||
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 2022FA - Removed Local Prereq ENG 002 and MAT 003 |