Temple University 3 credits FIN
This course provides a comprehensive introduction to the principles and practices of personal financial planning and wealth management. The main topics include personal financial statements, investment strategies and vehicles, asset allocation, risk management, and various aspects of financial planning. In particular, students will learn about retirement, tax, and estate planning and education funding. Upon the completion of the course, students should be able to develop a comprehensive financial plan tailored to individual and family needs. NOTE: Prior to Fall 2024, this course was titled "Introduction to Financial Planning."
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