UT Dallas 2012 Undergraduate Catalog

FIN3330 - Personal Financial Planning

FIN 3330 Personal Financial Planning (3 semester hours) Application of principles of financial management to lifetime consumption and retirement planning, with an emphasis on the integration of savings and investment decisions with life insurance programs and estate planning. Topics include the role of property, health, life insurance; tax-deferred investment vehicles, as well as fixed income and equity investment alternatives such as mutual funds. Open only to students majoring in either finance or accounting. Prerequisites: ACCT 2301 and MATH 1326 and (MATH 2333 or OPRE 3333), and (STAT 3360 or OPRE 3360). (3-0) S