Jun 05, 2025  
2024-2025 Undergraduate Catalog 
    
2024-2025 Undergraduate Catalog [ARCHIVED CATALOG]

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FIN 381 - Financial Planning


Credit Hours: 3
Introductory analysis and planning for financial goals and problems of individuals and families utilizing the financial planning process. Topics include financial planner ethics, client communication, household financial statements/budgets, cash/credit management, income taxes, housing, risk management, saving/investment, education finance, and estate planning.

Prerequisite: 54 hours; and C grade or better in MTH 134  or higher; and undergraduate business majors must be admitted to degree program.
Lecture contact hours: 3

Typically offered: Fall, Spring



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