FNCE 2820 - Introduction to Personal Financial Planning
Primary Instructor
-
Fall 2018 / Spring 2019
Introduces the concepts, tools, and applications of personal financial planning. Provides the students with tools and techniques for managing their personal finances. With these skills, students gain the ability to effectively deal with their ever-changing financial environment.
FNCE 3820 - Principles of Personal Financial Planning and Insurance
Primary Instructor
-
Fall 2018 / Spring 2019 / Fall 2019
Provides an introduction to the financial planning process for future financial planners. This includes the approaches to financial planning, interpersonal communication, and behavioral finance. Topics include financial statements and introductions to investment, estate, tax and retirement planning. Risk management and insurance planning is presented as well.
