FIN-450 Investment Services: Series 7

This course is designed to move beyond a basic understanding of investment vehicles and focuses on using these vehicles in the area of financial planning for the present as well as for the future. Retirement and estate planning, legal considerations of investment vehicles, and an in depth understanding of various investment classes are only a few of the topics considered. A student who successfully completes this class should be well prepared to take the Series 7 brokerage licensing examination. Prerequisites: FIN-330 and Admission to the Business Division.

Credits

3

Notes

3