FIN 3270
Personal Financial Planning
An introduction to financial planning techniques used in professional practice. Topics include financial assessment, income tax planning, risk management, insurance, debt and credit management, investments, retirement planning, estate planning, and ethics issues.
Prerequisites & course information
PR/CR: A minimum grade of C is required unless otherwise indicated. Prerequisite: FIN 2010 (D) or FIN 2200 (D) or FIN 2201 (D).
Sources
- Course catalogue ↗2026-2027