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Financial Planning

Course Course Title Class Lab/ Shop Clinical/ Co-op Credit
BAF 143 Financial Planning 3 0 0 3
Prerequisites: None
Corequisites: None
Effective Term: Summer 1997

This course covers the perspectives, principles, and practices of financial planning. Topics include investment, retirement, tax, and estate planning. Upon completion, students should be able to understand the process that looks at a customer’s financial picture and recommend strategies to achieve the customer’s objectives.

Legend

  • : Comprehensive Articulation Agreement - This course is recommended for students transferring to a four-year university.
  • : Local Requirement
  • : Instructional Service Agreement
  • : Universal General Education Transfer Component (UGETC)

This Course can be found in these Programs of Study