MACC520

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Fundamentals of Personal Financial Planning

Accounting School of Business

College/School

School of Business

Course Subject Code

MACC

Course Number

520

Course Description

This course provides an in-depth exploration of financial planning, emphasizing optimization, quantitative analysis, and strategic resource allocation. Students will examine the sequencing and structuring of the financial planning processes, focusing on data-driven decision-making, risk assessment, and scenario analysis. Additional focus areas include the role of effective communication in financial management, the impact of macroeconomic changes on financial strategies, and the application of financial planning principles to improve organizational and individual financial outcomes. This course provides students with the tools to analyze complex financial situations, make informed decisions, and develop sustainable financial strategies in dynamic environments. Prerequisites: ACCT 300 and FINA 300.

Min

3