Personal Financial Planning
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Overview
Subject area
ACC
Catalog Number
9872
Course Title
Personal Financial Planning
Department(s)
Description
Discussion of the principles underlying wealth accumulation and exploration of the options available to the individual investor. Such topics as behavior of various capital markets, asset allocation, risk analysis, and portfolio management will be included along with an exploration of the techniques of some of the great investors of this century. The course will also cover retirement planning, tax-advantaged investments, and shifting family income. An understanding of political, economic, and taxation cross-currents is critical to proper planning and therefore will be discussed.
Typically Offered
Fall, Spring, Summer
Academic Career
Graduate
Liberal Arts
No
Credits
Minimum Units
3
Maximum Units
3
Academic Progress Units
3
Repeat For Credit
No
Components
Name
Lecture
Hours
3