Investment Planning, Retirement Planning and Employee Benefits   [Archived Catalog]
2012-2013 Catalog [Aug. 2012-Aug. 2013]
   

FIN 2123 - Investment Planning, Retirement Planning and Employee Benefits


This course introduces students to the application of investment planning, retirement planning and employee benefits in the personal financial planning process. This course is designed to provide students with an understanding of the concepts of investment regulation, client assessment, investment theory, environment and financial markets, strategies and tactics, modern portfolio theory, integration, ethical considerations, social security and Medicare benefits, retirement plan types, qualified plan characteristics, distributions and distribution options, group insurance benefits, other employee benefits and analysis of retirement factors.
Degrees Offered: A.S.

Credit Hours:3. 
Contact Hours: 3.
Note: This course will become inactive effective Fall Term, 2015.