3 credit hours
Prerequisite: Admission to Breech School of Business
This course is an investigation of the study of personal financial planning and its implications. Topics covered include the professional environment, communication, financial statement analysis, taxes, the financial environment, estate planning, risk management, time value of money and the valuation of various personal assets. The course emphasizes that financial planners must deal with the personal aspects of helping individuals while also considering quantitative factors to help them achieve goals.