Nov 27, 2024  
ARCHIVED 2014-2015 Graduate Catalog 
    
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ARCHIVED 2014-2015 Graduate Catalog [ARCHIVED CATALOG]

FIN 610 - Personal Financial Planning

3.00 credit hours
A broad-based course covering topics in personal financial planning and personal finance. Topics include the financial planning process, creating and evaluating personal financial statements, tax planning, insurance planning, investment planning, evaluation of credit sources and financial services, retirement planning, estate planning, and investment advising. The course is intended for a wide audience including students interested in taking a first step toward careers in personal financial consulting, advising, and financial services (financial planning, investment advising, personal banking), who already work in financial services fields and seek a greater understanding of personal financial topics to better serve clients, or who seek to better manage their own financial affairs.

Prerequisite: FIN 550 .


Click here for the schedule of classes.