FIN 415: Financial Planning & Wealth Management

Course Code
FIN 415
Course Title
FIN 415: Financial Planning & Wealth Management
Course Description
This course provides a comprehensive introduction to the principles and practices of financial planning and wealth management. Students will learn to assess financial needs, set goals, and develop effective plans to manage personal finances. The course emphasizes practical tools such as the time value of money, risk assessment, and portfolio construction. Key topics include budgeting, debt management, insurance, investment strategies, retirement planning, tax planning, and estate planning.
Prerequisites
FIN 210
Credits
3
Course Type
Theory