FNCE 4140

Students acquire skills to identify, structure, and resolve financial planning problems. Multiple analytical tools and tax planning strategies are used in addressing various financial planning issues. Topics include an overview of a financial plan; applying time of money concepts; planning with personal financial instruments; banking services and money management; assessing, managing, and securing credit; personal loans; purchasing and financing a home; auto and homeowner's insurance; health and life insurance; investing fundamentals; investing in stocks, bonds, and mutual funds; retirement planning; and estate planning.