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AP/ADMS 3541

Personal Financial Planning

3.0 credits

Fall 2026

Topics

  • Professional financial planning
  • Time value of money
  • Personal financial statements
  • Family law
  • Tax planning
  • Debt management
  • Mortgage financing
  • Home investment
  • Insurance and risk management
  • Investing
  • Retirement planning

Readings

  • Kwok Ho, Chris Robinson, Jodi Letkiewicz and Victoria Zaremba. Personal Financial Planning. 6th ed., Captus Press, 2023.
Sources