Cochise College

CATALOG 2015-16

BUS 228 * Financial Planning (3)

Prerequisite(s): BUS 104, BUS 146, or BUS 201.

An introduction to the principles and techniques of personal financial planning, including preparation of personal financial statements; budgeting; goal setting; investing; determining insurance needs; and tax, retirement, and estate planning. A strong emphasis is placed on the process of drawing up a personal financial plan.

3 hours lecture.