Retirement & Benefits Planning (BUSN 310)
Term: 2021-2022 - SPRING
Professional Designations:
CFP® Certified Financial Planner®practitioner
ChFC® Chartered Financial Consultant
Mon-Wed-Fri, 11:00 AM - 11:50 AM (1/10/2022 - 5/5/2022) Location: MAIN US 136
This course examines and analyzes various benefit programs and retirement planning vehicles. Topics include customer needs analysis; individual plan characteristics; and the distribution, reporting, and taxation requirements specific to each plan type. The course focuses on strategies for integrating retirement planning and benefits into a sound overall personal financial plan. Prerequisite: Busn 301. Offered: Spring