BUS 228 Financial Planning*

An introduction to the principles and techniques of personal financial planning, including preparation of personal financial statements; budgeting; goal setting; investing; determining insurance needs; and tax, retirement, and estate planning. A strong emphasis is placed on the process of drawing up a personal financial plan. 

3 hours lecture.

*

Credits

3

Prerequisite

BUS 104, BUS 146, or BUS 201.