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Dec 22, 2024
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FINA 450 - Retirement Savings and Income Planning (3 hours) Prerequisite: FINA 320. This course is one of seven in the CFP® program that prepares students to take the CFP® exam. Students learn the fundamentals of retirement planning from the perspective of a financial advisory professional. They learn to conduct a retirement needs analysis and to use the various government and private vehicles available to meet those needs. They learn the Biblical perspective of retirement. This course cannot be challenged.
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