FIN 401 PERSONAL WEALTH MANAGEMENT

An introduction to the principles of personal finance and the logic that drives these principles. Topics covered include measuring your financial health, tax planning, cash and debt management, consumer financing, risk management, investment management, retirement, and estate planning. Students will gain an understanding of the concepts, tools, and resources required to create their own personalized financial plan, along with opportunities to apply these same concepts to a variety of other personal profiles via case studies.

Credits

3

Prerequisite

FIN 315

Distribution

FINANCE