May 02, 2026  
2023/2024 University Catalog 
    
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2023/2024 University Catalog [ARCHIVED CATALOG]

FIN 589 - Personal Financial Planning

Units: 3

Grading Method: LCR: Letter Grade with Cr/NC available. The grading default for the class will be letter grade, but students can opt to take it for Cr/NC

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.

Maximum Credits: 3