BAF 143 - Financial Planning

Class Hours: 3 Lab Hours: 0 Clinic/WkExp Hours: 0 Credit Hours: 3

Prerequisite: None
Corequisite: None
Local Prerequisite: None
Local Corequisite: None

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.