Course Detail
Course Components:
Enrollment Information
Enrollment Requirement:
Prerequisites: Masters status in the David Eccles School of Business.
Through the use of case analysis, this course provides students with an opportunity to learn the principles, theories and processes relating to personal financial management.  While anyone could benefit from the course, it is most suitable for those preparing for a career as a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), an attorney or individuals planning to advise on the financial affairs of individuals, families and small business owners. Topics include personal balance sheet assessment, understanding and improving cash-flows, debt analysis, budget creation, goal identification, investment analysis, retirement Income forecasting, education funding analysis, insurance planning, the impact of income tax, estate planning and small business owner issues.