Jan 13, 2025  
The University of North Carolina at Pembroke 2024-2025 Catalog 
    
The University of North Carolina at Pembroke 2024-2025 Catalog
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FIN 3600. Principles of Financial Planning (3 credits)


This course builds on the introductory personal finance course and covers advanced topics in personal finance with a focus on planning strategies for financial success. Topics include personal and business tax planning, retirement and income planning, and estate planning. Professional conduct, related regulation, and psychology of financial planning are also covered. PREREQ: A “C-” or better in FIN 2050



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