May 15, 2026  
2023/2024 University Catalog 
    
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2023/2024 University Catalog [ARCHIVED CATALOG]

FIN 657 - Financial and Retirement Planning

Units: 3

Grading Method: LTR: Letter Graded. The class will be offered for letter grade with no option to take it for Cr/NC

Prerequisite(s): B A 674 .

Decision-making process and theory of individual financial needs. Retirement planning including Social Security. Education planning. Financial strategies that aid in meeting family goals.

Maximum Credits: 3