Personal Finance

MGMT-6070

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.

3 credits
Prereqs:
none

Past Term Data

Offered
Not Offered
Offered as Cross-Listing Only
No Term Data
Spring Summer Fall
(Session 1) (Session 2)
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Bus Implic Of Emerging Tech II (3c)
  • Lois S Peters
  • Gina O'Connor
Seats Taken: 10/40
2007