FIN 474 - Personal Financial Planning

Description:
Introduction to full range of financial planning decisions, including: budgeting, investing, tax planning, risk management, employee benefits, retirement, and estate planning.

Prerequisites:
Prerequisites: a grade of C or higher in FIN 370 and admission to a College of Business major AND completion of the College of Business Foundation courses (ACCT 251 and ACCT 252 and BUS 221 and BUS 241 and MATH 153 or MATH 154 or MATH 170 or MATH 172 or MATH 173 and ECON 201) with a minimum C- grade in each course and a minimum collegiate GPA of 2.25.

Credits: (5)

Learner Outcomes:
Upon successful completion of this course, the student will be able to:

Demonstrate knowledge of all aspects of personal financial planning, including budgeting, credit management, investing and investment markets, tax planning, risk management, retirement planning and estate planning.
Demonstrate written communication skills.
Demonstrate awareness of ethics as it relates to financial planning and investments.
Demonstrate the ability to solve problems in financial planning using financial calculators and spreadsheets.
Demonstrate awareness of ethics as it relates to investment management and professional codes of conduct in the investment industry.

Learner Outcomes Approval Date:
02/05/2015

Anticipated Course Offering Terms and Locations: