FINAN 5080 - Pers Financial Planning

Institution:

University of Utah

Subject:

Finance

Description:

Through the use of case analysis, this course provides students with an opportunity to learn the principles, theories, and processes relating to personal financial management. While anyone could benefit from the course, it is most suitable for those preparing for a career as a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), an attorney, or individuals planning to advise on the financial affairs of individuals, families and small business owners. Topics include personal balance sheet assessment, understanding and improving cash-flows, debt analysis, budget creation, goal identification, investment analysis, retirement Income forecasting, education funding analysis, insurance planning, the impact of income tax, estate planning, and small business owner issues. Prerequisites: 'C-' or better in FCS 3500 AND FCS 5510 AND FCS 5520 AND FCS 5530 AND FCS 5540

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.utah.edu

Phone Number:

(801) 581-7200

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

General Education

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