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Financial Planning

FIN 418

 

$ 549.00


Instructor: Lise Crawford MBA
Credits: 3.00

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Prerequisite:

BUS M 201 (Financial Management) or FIN 201 (Principles of Finance) or BUS M 520 (Information Systems); any business major status.

Description:

Applying financial principles to household decision making, stressing integration between areas. Income tax and estate planning, retirement, investments, portfolio management, and risk management.

Course Content:

1. Another Perspective on Wealth
2. Setting Personal Goals
3. Budgeting and Measuring Your Financial Health
4. Tax Planning
5. Cash Management
6. Understanding Credit and Debt
7. Time Value of Money
8. Insurance
9. Consumer and Mortgage Loans
10. Investments
11. Family and Finance
12. Retirement
13. Conclusions

Online Courses:

Course materials are accessed online, and all assignments must be submitted online. Optional course readings may be available but do not include the self-check assignments or graded assignments.

Notes:

Students will need Internet access to successfully complete this course.

   No Materials required for this course!