UT Dallas 2022 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. JSOM majors or minors only. Credit cannot be received for both courses, FIN 3300 or FIN 3330. Prerequisite: MATH 1326 or MATH 2414 or MATH 2419 or OPRE 3340. Prerequisite or Corequisite: OPRE 3360 or STAT 3360 or STAT 4351. (3-0) S