ACCT 468 - Personal Financial Planning

Institution:

Gonzaga University

Subject:

ACCOUNTING

Description:

A study of financial analysis and planning for individuals, with an emphasis on retirement planning, including applications of federal tax law. Topics include: mission and goal-setting, budgeting, present value analysis of fund accumulations and withdrawals, investment allocations, risk management, estate tax planning. Students prepare a comprehensive personal financial plan. This course satisfies the integrative course requirements for those with Business Administration majors. On sufficient demand.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.gonzaga.edu

Phone Number:

(509) 328-4220

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

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