May 05, 2024  
2014-2015 UMass Dartmouth Graduate Catalog 
    
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2014-2015 UMass Dartmouth Graduate Catalog [Archived Catalog]

FIN 671 - Personal Financial Plan

Credits 3
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.
Graded