FIN 4240 — Personal Financial Planning
3 semester hoursUndergraduateLectureusually offered: fall, springOnlineOnline
Focuses on the logic, concepts, tools, and applications of financial planning for retirement, estate planning, and financial risk management. Forecasts and analyzes various financial needs such as retirement income, health and insurance protection, dependent protection projections, etc., and utilizes investment vehicles to develop a financial plan to meet the forecast needs. Intended for those planning careers in personal financial advising in one of the various financial services environments.
Prerequisites
Offering history
| Term | Sections | Enrolled | Capacity | Full | Open seats/section |
|---|---|---|---|---|---|
| Fall 2025 | 1 | 11 | 30 | 37% | 19.0 |
| Spring 2026 | 1 | 14 | 30 | 47% | 16.0 |
Snapshots from scheduled scrapes — not live seat availability. "Full" can exceed 100% when sections over-enroll.
Meeting times
Share of recent sections by weekday: M 0% · T 0% · W 0% · Th 0% · F 0%
Common patterns: async (100% of sections) — in patterns, R means Thursday
Professors
Fall
- Abinash Pati (100% of students)
Spring
- Heidi Kilmer (100% of students) · reviews
Percentages are each professor's average share of the season's enrolled students in recent terms.
Links
Official catalog (FIN course descriptions) · All FIN courses · Plan it at numap.app