Jul 13, 2025  
2015-2016 UMass Dartmouth Graduate Catalog 
    
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2015-2016 UMass Dartmouth Graduate Catalog [Archived Catalog]

FIN 671 - Personal Financial Plan

Credits 3
Lecture / 3 hours per week
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