Subject/Course Search Results

FI 830  Introduction to Financial Planning and Wealth Management


Semester
Fall of every year, Spring of every year
Credits
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite
FI 801
Restrictions
Open to students.
Not open to students with credit in
FI 370
Description
Techniques used to develop and implement comprehensive plans to achieve a person’s overall financial objectives. Budgeting, debt management, investing, tax planning, risk management, employee benefits, retirement planning, and estate planning.
Effective Dates
SPRING 2021 - Open