BUS-F 365 Personal Financial Planning

• 16 weeks
• 3 credits
• Prerequisite(s): P/C: BUS-F 304 or BUS-F 370, with a grade of C+ or higher

General course oriented towards theory and application of personal financial planning topics, with focus on the process of accumulating and protecting wealth, towards the goal of obtaining financial independence. Time value of money exercises and money management tools are utilized. Other topics examined include personal insurance issues, investments, in private and public securities, retirement planning, and estate planning.