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FI 3603 creditsSee offeringsHas prerequisites

Introduction to Personal Financial Planning

CT Score
1500
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FI305 Students who have completed FI 760 not eligible for this course Provides an overview of the personal financial planning process, including the establishment of goals and objectives, forecasting of lifetime income and expenditures, evaluation of alternative investments, money management, taxation, and retirement and estate planningFI 360unlocks 1 courses

1 mapped course lists FI 360 as a prerequisite. See on the map →

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