Introduction to Personal Financial Planning covers consumer finance topics including cash flow, asset/liability management, life cycle planning, investments, taxes, retirement, and estates.
Recent recorded grades — Spring 2025: 3.14 GPA, 65.2% A/AB (n=115 letter grades); Fall 2025: 3.51 GPA, 80.8% A/AB (n=104 letter grades); Spring 2026: 3.22 GPA, 58.7% A/AB (n=63 letter grades). Includes jointly taught sections.
Introduction to retirement planning concepts and analysis for financial planners, focusing on designing strategies to meet client income needs and household dynamics.