Sep 18, 2024  
Graduate School Course Catalog 2024-2025 
    
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Graduate School Course Catalog 2024-2025

PFIN 5110 - Survey of Personal Financial Planning (3)

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 planning, debt and credit management, liquidity and cash management, function, purpose and regulation of financial institutions, cash flows and risk management, CFP financial planning standards and types of property titling. Open for advanced undergraduate students with permission of instructor.


Click here for the Fall 2024 Class Schedule