Credits: 3 credits
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
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