Sep 28, 2024  
2022-2023 Undergraduate Course Catalog 
    
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2022-2023 Undergraduate Course Catalog [ARCHIVED CATALOG]

PFIN 4110 - Survey of Personal Financial Planning (3)

Pre- or Co-requisite: Permission of Department. The course provides a basic introduction to the practices of financial planning. This course surveys the five essential components of financial planning, namely, tax planning, retirement planning, estate planning, insurance and taxes. Topics include budgeting, emergency fund regulation of financial institutions, cash flows and risk management, CFP financial planning standards and types of property titling.


Click here for the Fall 2024 Class Schedule