This course will provide 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 of all the many ways a person can achieve their financial goals through various strategies. The course covers the concepts, theories and analytical methods used in professional personal financial planning. Students analyze the effects of inflation, changing interest rates and taxation (high level taxation) on their investment decisions. The course is designed to expose students to all of the directly applicable mathematical formulas involved in the finance world that we utilize on a daily basis.
Only listed campus in section: Durham
Attributes: Quantitative Reasoning(Disc)