Financial Planning Major
Learn to protect, grow and manage assets with a 财务规划工商管理学士学位 from Temple University’s Fox School of Business. 该专业帮助学生通过适当的财务资源管理来帮助未来的客户实现他们的财务目标.
Financial planning is a growing, 将金融分析方面与有效客户沟通所需的人际交往技巧相结合的热门领域. Financial planners
- establish client goals;
- analyze client current financial status;
- develop and present recommendations and alternatives to meet client goals; and
- implement and monitor these recommendations.
通过工商管理学士财务规划课程, you’ll gain a fundamental understanding of retirement planning, income tax and estate planning, insurance, investment allocation, and employee benefits planning.
学习先进的财务软件，将装备你进入拥挤的就业市场与竞争优势. 您将得到教师的关键指导和支持，他们在地方和国家领域保持着组织和商业领袖的实质性网络.
毕业生完成必要的教育要求，并配备参加注册财务规划师(CFP)考试, 全国公认的和高度重视的指定在财务规划行业.
Classes & Curriculum
财务规划工商管理硕士学生学习金融的基础知识和复杂的资产管理. Some of the core courses include
- Introduction to Financial Planning;
- Insurance, Benefits and Retirement Planning;
- Security Analysis and Benefit Planning; and
- Tax, Estate and Trust Planning.
