• FINC-5123 Financial Planning

    This course will be comprehensive in the study of the financial tools and the skills needed by today's managers in assisting clients to prepare insurance acquirement, home purchases, and other financial milestones. Course objectives correspond to CFP educational requirements and are included under the headings of General Principles of Financial Planning; Employee Benefits Planning; Income Tax Planning; Retirement Planning; and Estate Planning. These areas of study directly correspond to CFP educational requirements.