Credit Weight: 0.5 Prerequisite(s): Business 2039 or permission of the instructor Description: Personal Financial Planning will be of interest to those students who wish to pursue a career in the financial services industry. This course will also interest those who are currently employed in the financial services industry and who have a desire to strengthen their foundational knowledge. All elements of the personal financial planning cycle will be addressed, including: goal setting, measurement and control of personal wealth, income tax planning, risk management, insurance, credit and debt management, home buying and financing, retirement planning, estate planning and savings and investment. A software package in personal finance will be introduced and utilized throughout the course. Offering: 3-0; or 3-0
