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- fin-4117 - fundamentals-of-financial-planning
Mount Saint Mary College Course Info
Newburgh, New York
Course Info
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FIN 4117
FUNDAMENTALS OF FINANCIAL PLANNING
This special topic course is an overview of the core courses established by the Certified Financial Planner board of Standards. The course begins with the financial planning process, budgeting and cash flows. Core topics to be covered include income tax planning, retirement planning, risk avoidance through insurance , investment planning, gift and estate planning. Case studies are utilized.
Units: 3.0