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FIN 415. Employee Benefits and Retirement Planning. 3 Credits.

Fundamentals of employee benefits and retirement planning. The course includes an examination of anticipated retirement needs and potential qualified and non-qualified options that might be available. Topics include corporate and individual retirement plans, planning strategies to meet client goals, retirement income management, an integrated framework for the analysis of needs and the fulfillment of goals in the workplace.
P: FIN 343 and an overall minimum GPA of 2.5
Fall Only.