BA 4350 - Personal Financial Management and Planning

Institution:

The University of Texas at Dallas

Subject:

Description:

Application of the principles of financial management to lifetime consumption and retirement planning. Emphasizes the integration of personal savings and investment decisions with life insurance programs and estate planning. Topics covered include the role of property, health, life insurance; taxdeferred investment vehicles, as well as fixed income and equity investment alternatives such as mutual funds. Prerequisite: BA 4346. (3-0) Y

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.utdallas.edu

Phone Number:

(972) 883-2111

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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