Jul 02, 2022  
2021-2022 Undergraduate Catalog 
    
2021-2022 Undergraduate Catalog

FIN 3310 - Personal Financial Planning

Credits: 4
This course is designed for students interested in learning how to manage their own financial affairs and make decisions that will improve their overall financial well-being. The course provides students with the knowledge, skills, and competence necessary to make wise financial decisions regarding cash and credit management, home buying, retirement planning, insurance, and tax and education planning. Students will have a solid understanding of the personal financial planning process and the use of quantitative and qualitative tools to measure financial health, manage liquidity, estimate insurance and retirement needs, and evaluate investment opportunites. Students will also learn insights from the consumer behavior and behavioral finance fields that will help guide their own financial planning processes.