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Dec 05, 2025
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FINAN 661 - Professional Financial Planning
A study of the principles and practices of professional financial planning using an integrated planning model. Topics include the planning environment, concepts, tax management, asset acquisition and management, credit management, risk management, investments, retirement planning, and estate planning. Contemporary applications, professional opportunities, and legal/ethical standards are emphasized.
Credits: (3)
Requisites
Pr.: FINAN 510 and FINAN 520.
When Offered
Fall, Spring
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