Personal Financial Planning

Undergraduate

Tools and techniques of developing comprehensive personal financial plans. Topics include financial analysis of client goals, assessing wealth and the capacity to accomplish goals, debt management strategies, personal portfolio management, tax management strategies, risk management and insurance, financial strategies in retirement, and estate planning emphasizing wills, trusts and estate freezing. Course Format: Lectures, case discussion, 3 hours per week. Restrictions: Open to BBA students approved to the Finance concentration and BBE Financial Economics option students until date specified in Registration guide. After that date open to BAcc, BBA, BBE, BCB and combined Business majors. Prerequisite(s): FNCE 3P93 Course Notes: This course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.