MGMT 323 Personal Financial Planning

Sophomore standing and MGMT 284 and ECMG 303 or permission of the instructor. The course will provide a high-level overview of the Personal Financial Planning. The focus will be on both the basic financial planning competencies and the broad subject matter of finance. Students will be exposed to the four key personal financial planning areas of estate, risk management, investments, and financial independence while integrating tax planning strategies.