Personal Financial Planning

Catalog description

The study of the development and implementation of a personal financial and investment program. Includes analysis of budgeting and tax planning, managing liquidity, financing large purchases, protecting assets and income, analyzing investment information; and designing and executing an investment risk return, examining alternative investment types, interpreting investment information, investing money for retirement and estate planning. Cannot be used for FNCE/BUAD major electives. Approved for Compass Curriculum requirement: Explore-Society, Health and Behavior.