Jan 13, 2025  
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2022/2023 University Catalog [ARCHIVED CATALOG]

FIN 589 - Personal Financial Planning

Units: 3

Prerequisite(s): B A 323 . Proof of completion of prerequisite(s) required: Copy of transcript.

Financial planning process including data gathering, cash flow and debt considerations. Retirement planning including social security. Education funding. Practice management considerations including establishment of ethical and legal client relationships.