FIN 4010 - Personal Financial Planning

Credits: 3
Lecture: 45
Lab: 0

Provides a comprehensive analysis of a financial portfolio including defining the purpose and the individual investments included within that portfolio to assess whether financial goals can/are being met. Students will work to specify realistic financial goals given available resources. Students will gain an awareness of the resources available and sources of income used to obtain the financial goals, as well as an understanding of the risk/reward ratio of each investment alternative.

Prerequisite(s): FIN 3150, FIN 3550
Corequisite(s): None