FIN 442 Retirement and Estate Planning - 3 credits

Prerequisite(s): A grade of ‘C’ or better in FIN 301
In-depth coverage of money management concepts and practices necessary for intelligent control over personal income and expenditures, topics include introduction to financial planning, risk management, investment management, tax planning and management, retirement planning and employee benefits, and estate planning. Utilizes case analyses.
Semester(s) Offered: Spring