UT Dallas 2014 Undergraduate Catalog

FIN3330 - Personal Financial Planning

FIN 3330 Personal Financial Planning (3 semester credit hours) Introduction to personal financial planning concepts and applications. Topics include insurance planning, retirement planning, investment planning, asset accumulation and distribution planning, tax planning, estate planning and employee benefit planning. Open only to students majoring in either finance or accounting. Prerequisites: ACCT 2301 and (MATH 1326 or MATH 2414 or MATH 2419) and (MATH 2333 or MATH 2415 or MATH 2418 or CS 2305 or OPRE 3333). Prerequisite or Corequisite: (OPRE 3360 or STAT 3360). (3-0) S