2023-2024 Undergraduate/Graduate Catalog

FIN 300 Personal Financial Planning

This course covers general principles of financial planning, financial statements, the basis of tax planning, time value of money, credit management, cash management, basics of risk management and insurance planning, investment planning, retirement planning, estate planning, and consumer rights and responsibilities. The course introduces fundamental concepts of personal financial planning to enhance students’ financial literacy and application. Students are encouraged to participate in instructor-approved service-learning activities. 

Credits

3

Prerequisite

FIN 295 (C- or higher)

General Education

Offered

  • Fall and Spring
  • Summer