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Descriptions > Undergraduate
FINA 3307 (3-3-0) Personal Financial Planning (S-L)
A broad overview of the financial planning process. Areas of emphasis include cash and debt management, life and health insurance, investments, college funding, retirement planning, and estate planning. Taxes and inflation on the financial planning process are also discussed. This course contains a field-based service-learning component. Fall and Summer, odd-numbered years.
Prerequisite: FINA 3301.