FIN 200

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Personal Finance

Finance Marriott School of Business

Course Description

Practical course in money management and utilizing savings.

When Taught

Fall and Winter

Min

3

Fixed

3

Fixed

3

Fixed

0

Title

Analysis

Learning Outcome

Learn investment tools, theory, and techniques that maximize potential return while minimizing downside risk.

Title

Financial Perspective

Learning Outcome

Understand a point-of-choice orientation to retirement planning and financial storehouse accumulation and maximum sharing opportunities.

Title

Application

Learning Outcome

Be able to protect financial assets from creditors and taxes.

Title

Technologies

Learning Outcome

Use state-of-the art financial technology and information sources.

Title

Wealth Accumulation

Learning Outcome

Focus on wealth accumulation potential of personal resource management.

Title

Planning Strategies

Learning Outcome

Utilize personal planning strategies that are behaviorally, spiritually, and financially efficient.

Title

Estate Plan

Learning Outcome

Develop an estate plan that produces legacy that thrives as assets are passed to future generations.