Dec 12, 2024  
2023-2024 SLCC General Catalog 
    
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2023-2024 SLCC General Catalog [**** ATTENTION: YOU ARE VIEWING AN ARCHIVED CATALOG ****]

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FIN 2200 - Financial Planning

Credits: 3
Introductory course to Financial Planning. Topics: compound growth, risk & return, the financial planning process, federal taxes, life insurance, portfolio allocation, mutual fund, bond and stock investments. Students assemble properly allocated, broadly diversified portfolios invested in mutual funds and individual bonds. For the final project students present financial plans for model clients.

Recommended Prerequisite: FIN 1050  
Semester: Fall


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