- Subject
- FPL
- Type
- course
- Edition
- 2025-2026
- Source
- catalog.immaculata.edu
FPL
7 courses with the subject FPL, each shown exactly as we captured it from the college's catalog, with every element we hold. Where the wording looks broken, that is our reading of the catalog, not the college's text.
- Subject
- FPL
- Type
- course
- Edition
- 2025-2026
- Source
- catalog.immaculata.edu
Graduate Catalog 2025-26 This course focuses on retirement savings and income planning for individuals and businesses. Topics include retirement needs analysis, Social Security and Medicare, types of retirement plans, qualified plan rules and options, key factors affecting plan selection for businesses, distribution rules and strategies, and business succession planning. Subject: Financial Planning Department: Major-Payton Schl of Business
- Subject
- FPL
- Credits (min)
- 3
- Credits (max)
- 3
- Credit unit
- Credits
- Type
- course
- Edition
- 2025-2026
- Source
- catalog.immaculata.edu
Graduate Catalog 2025-26 This course discusses the characteristics, uses, and taxation of investment vehicles. Also addressed are the types of investment risk, calculating investment returns, asset allocation and portfolio diversifications, and portfolio development and investment strategies. Subject: Financial Planning Department: Major-Payton Schl of Business
- Subject
- FPL
- Credits (min)
- 3
- Credits (max)
- 3
- Credit unit
- Credits
- Type
- course
- Edition
- 2025-2026
- Source
- catalog.immaculata.edu
Graduate Catalog 2025-26 This course provides an overview of the gift and estate tax system and basic estate planning strategies. Topics include characteristics of property titling and strategies to transfer property, critical estate planning documents, gift and estate tax calculations, sources for estate liquidity, types and features of trusts, and estate planning for nontraditional relationships. Subject: Financial Planning Department: Major-Payton Schl of Business
- Subject
- FPL
- Credits (min)
- 3
- Credits (max)
- 3
- Credit unit
- Credits
- Type
- course
- Edition
- 2025-2026
- Source
- catalog.immaculata.edu
- Subject
- FPL
- Type
- course
- Edition
- 2025-2026
- Source
- catalog.immaculata.edu
Graduate Catalog 2025-26 This course provides an overview of the financial planning process, including the role and responsibilities of a financial planner and the analytical tools required for effective decision making. Topics include professional conduct and ethics, regulatory issues, economic concepts, time-value-of money, debt management, and education planning. Subject: Financial Planning Department: Major-Payton Schl of Business
- Subject
- FPL
- Credits (min)
- 3
- Credits (max)
- 3
- Credit unit
- Credits
- Type
- course
- Edition
- 2025-2026
- Source
- catalog.immaculata.edu
Source: Immaculata University's catalog, linked per course · table learning_unit · CourseShelf publish 59