Personal Finance 2

Course Code: BFIN 352

Academic Year: 2020-2021

This course, preceded by Personal Finance 1, is meant to assist students in preparing for their own financial future. In this course, students will build on the practical knowledge base learned from Personal Finance 1. Students will study components of a financial plan such as tax planning, retirement planning, estate planning and investment management. They will get a good understanding of government and private pension plans together with other retirement savings plans and their applications to retirement planning. The significance of wills and power of attorney will be stressed in estate planning. Furthermore, they will learn about how business and family laws impact financial planning.