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FINC 201 — Financial Planning

3 credits · 3 hours

3 Lecture Hours, 3 Credits Prerequisites: FINC 101 This course builds upon foundational knowledge from Personal Finance, guiding students through advanced financial planning concepts. Students will deepen their understanding of risk assessment, insurance, and various investment strategies, including stocks, bonds, mutual funds, and real estate. The course also covers comprehensive retirement planning, estate planning, and tax strategies, equipping students with the tools necessary to make informed financial decisions for long-term success. By the end of the course, students will be able to create personalized financial plans that consider risk tolerance, financial goals, and life stages.

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