Program Overview

FIN 330: Financial Planning

Course Description

This course is about making sure that values line up with how people spend and save. It presents the basic theory and structure of individual financial planning and will analyze managing assets, credit, insurance needs, and investments, focusing on investments in stocks, bonds, mutual funds, ETFs, and real estate. The course will also focus on insurance needs, analyzing income and tax issues as they relate to investments. It will cover the development of lifelong financial, retirement, and estate planning. Students are required to develop an automated financial plan in MS Excel.

Course Details

• Credits: 3
• Core Requirement: BEC
• Department: Finance

Prerequisite Courses

• FIN 201: Principles of Finance

University

Alfaisal University Kingdom of Saudi Arabia