Jun 14, 2024  
2022-2023 Undergraduate Catalog 
2022-2023 Undergraduate Catalog [ARCHIVED 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 opportunities. Students will also learn insights from the consumer behavior and behavioral finance fields that will help guide their own financial planning processes.