ACFI 640 (01) - Top/Financial Planning

Durham   Paul College of Business&Econ :: Accounting and Finance
Credits: 4.0
Term: Spring 2019 - Full Term (01/22/2019 - 05/06/2019)
Grade Mode: Letter Grading
Class Size:   40  
CRN: 53098
Special topics; may be repeated for a maximum of 8 credits.
Prerequisite(s): ACFI 721 and ACFI 723
Repeat Rule: May be repeated for a maximum of 8 credits.
Equivalent(s): ACFI 640W, ADMN 698
Only listed campus in section: Durham
Instructors: Caitlin DeSoye

Times & Locations

Start Date End Date Days Time Location
1/22/2019 5/6/2019 W 5:10pm - 8:00pm MCC 340
Additional Course Details: 

This course will provide you with an overview of the personal financial planning process, including the establishment of goals and objectives, forecasting of lifetime income and expenditures, evaluation of investment options, money management, and understanding many ways a person can achieve their financial goals through various financial strategies.  Basically, Life 101.  This course covers the concepts, theories and analytical methods used in daily practice managing your personal finances.  You will analyze the effects of inflation, changing interest rates and taxation (high level taxation) on your personal investment decisions.  The course is designed to expose you to all of the directly applicable mathematical formulas involved in the finance world that you utilize on a daily basis – and likely do not even know it!