FIN 32035 Retirement Planning

Retirement planning focuses on preparation for retirement. The course will include the important of retirement planning, an evaluation of the client's needs, an understanding of Social Security and Medicare, and qualified and non-qualified retirement plans.

Credits

3

Prerequisite

a grade of C or better in one of the following math courses: MTH 14100, MTH 14200, MTH 15100, MTH 15200, MTH 17300, MTH 27100, or MTH 27200. Also required is the successful completion of the Writing Proficiency Assessment (WPA) or ENGL 21000.

Offered

Fall semester only.