Course Detail
Course Components:
Enrollment Information
Enrollment Requirement:
Prerequisites: FINAN 6020.
This course is intended to provide students with both a conceptual and applicable understanding of the theories and processes relating to personal finance so they may properly prepare for a financial planner career, advise the affairs of clients and manage their own financial affairs. Topics include personal balance sheet assessment, understanding/improving cash-flows, debt analysis, credit management, budget creation, income tax and estate planning and much more.