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