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BUSADMIN F732

Personal Financial Planning and Advising

Graduate

Winter 2021

Topics

  • financial planning
  • financial management
  • personal finance
  • insurance
  • tax planning
  • budgeting
  • risk management
  • estate planning
  • decision making
  • FinTech
  • trust
  • business income
  • options
  • retirement planning
  • behavioral finance
  • blockchain

Readings

  • KPMG Tax Planning for You and Your Family
    2021 · required
Sources