Loading...

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.

Requisites

Antirequisite: CFIN 502
Loading...
Course Sections
Class Number
5570
Type
LEC
Days
W
Time
6:30PM to 9:30PM
Dates
Sep 14, 2022 to Dec 14, 2022
Schedule
Contact Hours
39.0
Location
  • Downtown
Delivery Options
Classroom  
Fees
Domestic Fee non-credit $580.52 Click here to get more information
International Fee non-credit $0.00 Click here to get more information