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Dec 04, 2024
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BUS 234: Financial Analysis & Planning3 credits
A study of techniques for analyzing and meeting the financial needs of clients. This involves analyzing both the financial needs and the psychological make-up of the client, and selecting investment opportunities that are suitable. The student will study various types of financial risk, investment opportunities, and client profiles. The emphasis will be on how to be a professional financial planner. Offered Fall.
Prerequisite(s): BUS 100 and BUS 211 .
Co-requisite(s): None.
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