FIN 394 - Retirement Planning

The Retirement Planning course is designed to provide students with a strong and rigorous foundation in retirement planning and employee benefits to begin preparation for the CFP Exam and for a career as a professional financial planner. More specifically, this course provides students with an overview of retirement planning needs, products, retirement plans, tools, and strategies used by financial professionals to help individuals, families, and companies (e.g. most commonly small business owners) choose and implement an effective retirement planning strategy.

Prerequisites:

BA 202  , FIN 410  , FIN 323  (minimum grades of “C”)