BMT-1620 — Financial Planning and Investments
In this course students plan to increase their net worth by building a personal finance portfolio. Emphasis is on liquid asset management and investments such as stocks, bonds, personal property, etc. Additionally, students explore how financial planning impacts tax liability. Furthermore, students examine different types of insurance policies related to life, health, and home. Lastly, students study retirement planning and the components of estate planning. Formerly: MGT-1620. Students may not receive credit for both MGT- 1620 and BMT-1620. Course