Course Description
The course will provide a high-level overview of the profession of Personal Financial Planning. As such, the focus will be on both the basic financial planning competencies and the broad subject matter of the profession. The course will expose students to the four core personal financial planning areas of estate, risk management, investments, and financial independence. In addition, the general principals of personal financial planning will be explored. These principals include statement of financial position, spending plans and personal financial ratios.
Spring 2026
Instructors
Meeting Patterns
Classes Start:
January 12, 2026
Classes End:
April 28, 2026
Location:
01140 Nelson Hall
Class Days:
T H
Class Start Time:
10:15am
Class End Time:
11:30am
Class Type:
Lecture
Credits:
3.00
Restrictions:
Restriction: Master's in Accounting program Masters of Accounting Majors Only