FNCE 3820 - Principles of Personal Financial Planning and Insurance

Description
Provides an introduction to the financial planning process for future financial planners. This includes the approaches to financial planning, interpersonal communication, and behavioral finance. Topics include financial statements and introductions to investment, estate, tax and retirement planning. Risk management and insurance planning is presented as well. Enrollment Requirements: Requires prerequisite courses of BASE 2104 and FNCE 2010 (minimum grade D-). Restricted to Business (BUSN) majors with 52-180 units completed.
Credits
3
Recent Professors
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Recent Semesters
Fall 2019, Spring 2019, Fall 2018
Offered
MW
Avg. Class Size
46
Avg. Sections
1