302 Personal Financial Planning 3 cr Personal Financial Planning provides detailed coverage of important issues and techniques employed in the financial planning process The course deals with identifying client needs and mak- ing recommendations on establishing retirement plans Course topics include investments in bonds and mutual funds, insurance, tax and estate plan- ning Attention is given to developing a financial plan for potential clients Prerequisites FINAN 331 and INVMG 301 401 Business Administration Internship 3 cr See General Business Curriculum 440 Seminar in Investment Management 3 cr Concentration upon selected contemporary topics presented by distinguished visiting professors or resident faculty Prerequisite INVMG 301 and senior standing
- Subject
- FINAN
- Type
- course
- Edition
- undergraduate
- Source
- applications.duq.edu