The study of the development and implementation of a personal financial and investment program. Includes analysis of budgeting and tax planning, managing liquidity, financing large purchases, protecting assets and income, analyzing investment information, examining alternative investment types, and investing money for retirement. There is no enrollment limit to this course and it is graded Pass/Fail only.

.5 unit

Offerings

Term	Block	Title	Instructor	Location	Student Limit/Available	Updated
Spring 2025	Block H	Personal Financial Planning	Tim Nguyen	See Prof. 003	25 / -2	05/20/2025
Spring 2025	Block H	Personal Financial Planning	Georg Grassmueck	See Prof. 003	25 / 0	05/20/2025
Spring 2026	Block H	Personal Financial Planning		TBA	25 / 21	05/20/2025
Spring 2026	Block H	Personal Financial Planning		TBA	25 / 25	05/20/2025