Fundamentals of Financial Planning and Wealth Management
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Overview
Subject area
FINC
Catalog Number
101
Course Title
Fundamentals of Financial Planning and Wealth Management
Department(s)
Description
This course examines the foundations of financial planning & wealth management. Topics include: time value of money, investment options (stocks, bonds, mutual funds, commodities), budgeting, cash-flow management, credit leveraging, retirement planning, estate planning, tax planning, higher education planning and health care planning.
Typically Offered
Fall, Spring
Academic Career
Undergraduate
Liberal Arts
No
Credits
Minimum Units
3
Maximum Units
3
Academic Progress Units
3
Repeat For Credit
No
Components
Name
Lecture
Hours
3