Mar 02, 2024  
2023 Siena Heights University Catalog 
    
2023 Siena Heights University Catalog
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FIN 309 Personal Financial Planning


3 credit hours

This course helps students become active managers and effective planners of their financial future–consistent with their personal values and life goals. Tailored to their adult life cycle stage, they develop assigned elements of an integrated personal financial plan: saving, managing taxes, investing, managing credit; major purchases; insurance; retirement and estate planning. Students prepare financial statements and budgets, employ online calculators and tools, research and evaluate financial alternatives for planning a wedding, funding a college education, refinancing a mortgage, caring for aging parents or other plans. Students may not earn credit for both this course and FIN 209 Personal Finance . Note: Course offering cycles apply to the Adrian campus only.

Prerequisite: None
Course is Offered: Uncertain



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