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AGEC 435 Financial Planning for Professionals

AGEC 435 Financial Planning for Professionals
Description
Personal financial planning from a professional perspective: applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals.

Tools and topics include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, retirement, and estate planning.

Objectives
As a result of your participation in this course, you will be able to:

- Describe the financial planning process, use goals to establish financial direction, assess the external environment, and analyze a client’s present financial position.

- Apply time value of money concepts to various financial planning problems and assess investment strategies using different types of securities.

- Estimate the impacts of income tax planning strategies, apply the basic process for retirement planning, and define the considerations for estate planning.

- Evaluate the roles of various insurance products in managing risks and appreciate the professional and ethical aspects of financial planning.

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Stock number:435-19A Price:$525.00

Financial Planning Program

Shipping Class: no shipping

Delivery Method Base Charge Per Additional Item Charge
None $0.00 $0.00
Course Refund Policy There are occasions when an Extended Learning student finds that it is necessary to discontinue participation in a course. Refunds will be issued based on the following schedule: *10% is retained to cover processing costs and course enrollment fees.