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BUSG 1304 - INTRODUCTION TO FINANCIAL ADIVISING

A study of the financial problems encountered by financial advisers when managing family financial affairs. Includes methods to advise clients on topics such as estate planning, retirement, home ownership, savings, and investment planning. 48 lecture hours

Upon completion, students will be able to:

  • Identify the concepts associated with the time value of money
  • Identify the differences among various savings and investment programs and classes of securities
  • Identify the options for insurance
  • Describe retirement and estate planning techniques
  • Explain owning versus renting real property
  • Describe consumer protection legislation

Grade Basis: L
Credit Hours: 3