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 Courses College Credit Courses FIN 2123 Investment Planning, Retirement Planning and Employee Benefits — 3 Credit Hours This course introduces students to the application of investment planning, retirement planning and employee benefits in the personal financial planning process. This course is designed to provide students with an understanding of the concepts of investment regulation, client assessment, investment theory, environment and financial markets, strategies and tactics, modern portfolio theory, integration, ethical considerations, social security and Medicare benefits, retirement plan types, qualified plan characteristics, distributions and distribution options, group insurance benefits, other employee benefits and analysis of retirement factors. Three contact hours. A.S., A.A.S.
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