Students learn to attain their financial goals and achieve financial independence through effective planning. Topics include an overview of a financial plan; planning with personal financial statements; the effects of taxation on financial decision making; banking services; assessing, managing, and securing credit; personal loans; leasing versus buying; buying and financing a home; portfolio management basics; investing in stocks, bonds, and mutual funds; and retirement planning. Note: Credit for this course cannot be applied towards the BBA. Students cannot receive credit for both BBUS 4140 and FNCE 4140
Students learn to attain their financial goals and achieve financial independence through effective planning. Topics include an overview of a financial plan; planning with personal financial statements; the effects of taxation on financial decision making; banking services; assessing, managing, and securing credit; personal loans; leasing versus buying; buying and financing a home; portfolio management basics; investing in stocks, bonds, and mutual funds; and retirement planning. Note: Credit for this course cannot be applied towards the BBA. Students cannot receive credit for both BBUS 4140 and FNCE 4140
