FIN 470 Principles of Retirement Planning

This course explores retirement planning principles, blending psychological considerations with practical financial strategies to prepare students for real-world scenarios. Students will gain insights into various factors affecting retirement planning, including capital needs analysis, qualified plans overview, and an overview of different pension and profit-sharing plans.

Credit 3 hrs May not be repeated for additional credit
Grade Mode Normal (A-F) Course Rotation Fall, Winter, Summer (online)

Prerequisites - FIN 354 with a “C” or better
Restriction by Major -
Restriction by Class - Undergraduate standing

Equivalent Course(s) -
Course History -
New Course 4/2024, effective Fall 2024

finance

Winter 2025 Course Sections

Summer 2025 Course Sections

Fall 2025 Course Sections