The course takes a comprehensive look at financial planning at the individual level. As such, it provides guidelines and principles for credit management, debt management, investment management, risk management. Taxes, insurance, and retirement strategies also receive prominent attention. Financial planning will be couched in terms of the current state of markets and economies and potential changes in them. The course will be useful across the spectrum of the tactical to the strategic; across that of the short-term to the long-term; that of accumulation of wealth to ultimate disposition of assets and wealth; that of investment to lifestyle; and that of good deals to scams.
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