May 09, 2025  
2021-2023 Undergraduate Catalog 
    
  Publication Home
  Correspondence Directory
  Historical Sketch
  University Mission Statement
  Regional Accreditation
  Admission to the University
  Tuition, Fees and Payments Overview
  Financial Aid
  Policies and Regulations Governing Student Life
  Academic Policies
  Academic and Student Support Services
  International Programs
  Writing in the Major
  Undergraduate Degrees and Requirements
  School/College/Departments
  Undergraduate Programs
  Course Descriptions
  General Education Core Curriculum Requirements
HELP
2021-2023 Undergraduate Catalog [ARCHIVED CATALOG]

FIN 4320 - Retirement Planning

Credits: 3 hrs.
In this course, students will learn how to interview clients to ascertain their goals and objectives for retirement, as well as their risk tolerance, in order to allow them to be advised on the active use of both personal and employee-sponsored retirement plans, as well as planning for major medical expenses that will be incurred in retirement.
Pre-requisite(s): ACC 3314 - Income Tax Accounting I  , FIN 3357 - Personal Financial Planning   or FIN 3351 - Principles of Financial Management  
Banner Schedule: Fall