Subject: Commerce
Credit units: 3
Offered: Term 2 only
Weekly hours: 3 Lecture hours
College: Edwards School of Business
Department: Finance

Description

Teaches students how to analyze personal goals and assess the financial implications of these goals, construct and examine financial statements for individuals, determine personal net worth, analyze financial products and services, and suggest investment alternatives appropriate to individuals and families. In addition, this course explains personal taxation, insurance contracts to protect the life styles of families, financial alternatives in retirement, and estate planning.

Permission of the department required.
Prerequisite(s): COMM 203.3
Note: Student may receive credit for only one of COMM 329.3 or COMM 429.3. If COMM 329.3 was taken prior to 200609, it can be used in the finance major. If COMM 329.3 was taken in 200609 or after, the class cannot be used in the finance major.

Upcoming class offerings

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Syllabi

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