FIN 3220

Introduction to Personal Financial Planning ((3))

California State University, Bakersfield · UGRD · Fall 2026

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Catalog description

This course introduces student to personal financial planning. Topics in financial planning include the financial planning process, client interaction, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, education planning, overview of investment planning and retirement planning, plan integration, ethics, and business aspects of financial planning.

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Class #california_state_bakersfield-1033Fall 2026UGRD
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