Course Description

This course teaches personal financial planning to students who may not have a strong math ability and/or interest so they will be better able to manage and plan their own finances and provide informed support to middle and lower-income clients. Topics include: steps in the financial planning process, budgeting, formulating financial goals, using tax rules to your advantage, debt and credit management, home-buying, insurance, investing fundamentals, planning for retirement and basic issues in estate planning.


Antirequisite: CFIN 502

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