Aug 28, 2025  
2025-2026 Endicott College Academic Catalog 
  
2025-2026 Endicott College Academic Catalog

BUS 319 - Financial Planning for Clients


This course is designed to expose the student to the wide range of financial planning tools and techniques available today to the professional financial planner as well as to the individual. By the end of the course the student should be able to construct a sensible and workable financial plan for a client. An outcome of this course is that you will become certified in eMoney, a premier financial planning software package.

Prerequisites & Notes
BUS210

(Cr: 3)