Jun 01, 2025  
The University of North Carolina at Pembroke 2024-2025 Catalog 
    
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The University of North Carolina at Pembroke 2024-2025 Catalog

FIN 5020. Personal Financial Planning (3 credits)

This course provides the tools, techniques, and understanding needed to define and achieve financial goals. Based on a life‐cycle approach, coverage includes financial plans, assets, credit, insurance, investment, retirement, and estate planning. MBA participants will apply the financial planning skills they learn in this course in a scenario‐based approach and will prepare comprehensive financial plans to include all covered topics. Participants will be required to track their financial activities during the semester and to prepare a personal financial plan.