MBA 620
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Personal Financial Planning
Business
Marriott School of Business
Course Description
Financial decision making for households in planning your financial future: vision and goals, budgeting, tax, cash management, debt reduction, insurance, investment planning and portfolio management, retirement and estate planning. Business and family interests affecting personal finances.
When Taught
Contact Department
Min
3
Fixed/Max
3
Fixed
3
Fixed
0
Title
Apply tools from related disciplines
Learning Outcome
Develop and use a framework for financial planning.
Title
Analyze financial data
Learning Outcome
Use this framework to create your own Personal Financial Plan.
Title
Calculate and interpret key metrics
Learning Outcome
Analyze your personal financial data and determine key liquidity, debt, and savings ratios and include marginal and average tax rates.
Title
Understand and manage risk
Learning Outcome
Articulate the risks of debt incorporate these principles into your lifetime financial plan.
