Financial Theory < Back to course list
More about this courseTools and techniques of developing comprehensive personal financial plans. Topics include financial analysis of client goals, assessing wealth and the capacity to accomplish goals, debt management strategies, personal portfolio management, tax management strategies, risk management and insurance, financial strategies in retirement, and estate planning emphasizing wills, trusts and estate freezing.
Restriction: open to BBA students approved to the finance concentration and BBE financial economics option students until date specified in Registration guide. After that date open to BAcc, BBA, BBE, BCB and combined Business majors.
Prerequisite(s): FNCE 3P93.
Completion of this course will replace previous assigned grade and credit obtained in FNCE 2P95.