Apr 28, 2024  
2009-2010 UMass Dartmouth Undergraduate Catalog 
    
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2009-2010 UMass Dartmouth Undergraduate Catalog [Archived Catalog]

FIN 671 - Personal Financial Planning

3 credits
Introduction to the financial planning process of setting goals, developing action plans, creating budgets and measuring results. The student will become familiar with the techniques of financial analyses necessary to make choices when considering housing, insurance, retirement plans, borrowing and other issues. MBA graduate courses are not open to undergraduates. See the Graduate Catalogue for general and program requirements.