Course Information
Course Code FNCE 3P95
Course Title Personal Financial Planning
Description Tools and techniques of developing comprehensive personal financial plans. Topics include financial analysis of client goals, assessing wealth and the capacity to accomplish goals, debt management strategies, personal portfolio management, tax management strategies, risk management and insurance, financial strategies in retirement, and estate planning emphasizing wills, trusts and estate freezing.
Course Format Lectures, case discussion, 3 hours per week.
Restrictions open to BBA students approved to the finance concentration and BBE financial economics option students until date specified in Registration guide. After that date open to BAcc, BBA, BBE, BCB and combined Business majors.
Prerequisite(s) FNCE 3P93.
Exclusions Completion of this course will replace previous assigned grade and credit obtained in FNCE 2P95.