FIN 320    Financial Planning - Investments    3 Units

Prerequisite: None.
Advisory: BUS 320
Course Transferable to CSU
Hours: 54 hours LEC
Description: This course introduces investment planning in the personal financial planning process. The course covers the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics.

FIN 330    Financial Planning - Retirement Planning    3 Units

Prerequisite: None.
Advisory: BUS 320
Course Transferable to CSU
Hours: 54 hours LEC
Description: This course introduces retirement planning in the personal financial planning process. The course provides an understanding of public and private retirement plans. The public plans include Social Security, Medicare and Medicaid. The private plans include defined benefit and defined contribution plans and their regulatory provisions. Additional topics include the issues that individuals face in retirement such as life-style choices and medical issues.