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Introduces the process of comprehensive personal financial and estate planning. Topics include historical context of personal financial planning and services, career opportunities, analysis of personal financial statements, time-value-of-money applications, consumer decision-making analysis, personal risk/insurance analysis, house-buying analysis, savings and investment strategies, income/retirement/ estate tax planning. Satisfies part of the educational requirements to sit for the CFP examination.
Prerequisite: ACCTG 1A., Units: 3