INTRODUCTION TO PERSONAL FINANCIAL PLANNING

Name: INTRODUCTION TO PERSONAL FINANCIAL PLANNING
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Rating: 4.2 (6809 reviews)

CNSRSCI 275

과목 설명

Introduction to consumer finance covering techniques of personal sector cash flow, asset and liability management, life cycle financial planning, investment management, tax planning, retirement, and estate planning. Analysis and evaluation related to personal financial planning.

선수과목

None

충족 요건

CNSRSCI 390 , CNSRSCI 635 , CNSRSCI 627 , CNSRSCI 645 , CNSRSCI 675 , and CNSRSCI 665

학점

미보고

개설 시기

미보고

평점

3.14

-6.6% 과거 데이터 대비

수료율

93.04%

-4.92% 과거 데이터 대비

A 비율

21.74%

-42.65% 과거 데이터 대비

학급 규모

115

-37.51% 과거 데이터 대비

Cumulative Grade Distribution

강사 (2026 Summr)

다음 사이트의 평점순으로 정렬 Rate My Professors

유사 과목

FINANCIAL LIFE SKILLS

CNSRSCI 111

Applied personal finance in college and after graduation. Financial values and behaviors, debt and credit, housing, transportation, retirement planning, investing, spending and saving plans.

INTRODUCTION TO CONSUMER FINANCE

CNSRSCI 175

Introduction to consumer finance and the concepts and methods used in consumer planning and financial management. Topics covered include budgeting, credit, investing, insurance, taxes, retirement, estate planning, mortgages, and an introduction to behavioral finance. Discuss methods for calculating, planning, and allocating resources to attain specific financial objectives.

HOUSEHOLD FINANCE AND WELL-BEING

CNSRSCI 775

Provides an overview of major theories in household finance, financial literacy, financial capability. Evaluates programs and strategies designed to improve consumer well-being by changing household financial behaviors, building household financial assets, and regulation of consumer financial markets.

ADVANCED CONSUMER FINANCE

CNSRSCI 627

Studies financial markets and instruments from the perspective of individual consumers and their portfolio decisions over their lifetime.

RETIREMENT PLANNING FOR FINANCIAL PLANNERS

CNSRSCI 645

An introduction to retirement planning concepts and analysis with attention to designing retirement strategies to meet various client situations. Focus given to plans and approaches to meet retirement income needs while taking into account the dynamics of the household. Explore how values, behaviors and psychological factors influence retirement choices and financial well-being.