CAFF 425 - Personal Financial Planning and Analysis

(3 units)

Prerequisite: Completion of GE foundations.
Advanced analysis and protection of personal and family resources. Planning and forecasting goals. Development of financial strategies using insurance, investments, tax management, stocks, bonds, mutual funds, asset allocation, retirement planning, and estate planning. Applicable for personal and professional use.

Both grading options. (Lecture-discussion 3 hours)