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Dec 14, 2024
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FIN 416 - Personal Financial Planning Lecture Hours: 3 Lab Hours: 0 Credit Hours: 3 Terms Offered: 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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