FINA 4412 — Personal Financial Planning

4 semester hoursUndergraduateLectureusually offered: fall, springBostonOnlineOnlineTraditional

Emphasizes the development of personal financial management knowledge by applying the techniques and perspectives of financial planning professionals. Builds upon and applies skills gained in FINA 2201 to personal finance decisions such as retirement planning, home mortgages, and overall risk management. Offers students an opportunity to develop their own financial plan and understand how that plan will change as they age and their life situation changes. Note that while this course is not designed to prepare students to take the Certified Financial Planner exam, many of the topics, such as retirement planning, investment and securities planning, and estate planning, are among those discussed.

Prerequisites

Offering history

TermSectionsEnrolledCapacityFullOpen seats/section
Fall 202314040100%0.0
Spring 202414543105%0.0
Fall 202414340108%0.0
Spring 202516766102%0.0
Summer A 202516665102%0.0
Fall 202528381102%0.0
Spring 202618080100%0.0

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 9% · T 9% · W 20% · Th 9% · F 11%

Common patterns: async (71% of sections), WF (11% of sections), MWR (9% of sections), T (9% of sections) — in patterns, R means Thursday

Professors

Fall

Spring

Summer A

Percentages are each professor's average share of the season's enrolled students in recent terms.

Links

Official catalog (FINA course descriptions) · Student reviews on RateMyHusky · All FINA courses · Plan it at numap.app