FIN 502

Personal Financial Planning

This course introduces a framework of basic principles and the financial planning techniques used in professional practice. Topics include setting goals and budgeting, family life cycle, taxation, insurance, managing credit and debt, home ownership and investment principles and types.

Weekly Contact: Lecture: 3 hrs.

GPA Weight: 1.00

Course Count: 1.00

Billing Units: 1

Prerequisites

FIN 300 or HTA 602 or AFF 210

Co-Requisites

None

Antirequisites

AFF 502

Custom Requisites

None

Mentioned in the Following Calendar Pages

*List may not include courses that are on a common table shared between programs.

AFF 502 - Personal Financial Planning
FIN 521 - Advanced Investment Management
FIN 562 - Personal Finance
FIN 612 - Retirement and Estate Planning
Minor in Entrepreneurship and Innovation
Minor in Finance