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FIN 416 - Personal Financial Planning

(3-0-3), fall, spring. Introduction to the methodology and discipline of personal financial planning. Focuses on the comprehensive and ongoing planning process that seeks to quantify personal financial objectives and balance the components of risk management, personal investments, tax considerations, retirement preparation, and estate planning. Prerequisite: 72 earned hours.
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Recent Semesters
Spring 2018, Fall 2017
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