Financial Planning

Catalog Search > Management & Business > 69.127

Note: This course is not available for the current semester.

Course No: 69.127; Last Offered: No Data;

Course Description

Addresses the perspectives, principles, and practices of financial planning in an understandable, step-by-step format. It will enable students to become more sensitive to customers' financial planning goals and objectives. This course will develop your understanding of the comprehensive process that looks at a customer's objectives.

Prerequisites & Notes

  • Prerequisites:
  • Special Notes: Limited to Banking majors or Certificate candidates
  • Credits: 3;

Questions About This Course?

Contact the Advising Center at 978-934-2474 or Continuing_Education@uml.edu

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