Personal Financial Management and Retirement (FIN 5300.0G1)

Catalog Description:

Application of the principles of financial management to lifetime consumption and retirement planning. Emphasizes the integration of personal savings and retirement investment decisions with life insurance programs and estate planning. Topics covered include the role of property, health, life insurance; tax-deferred investment vehicles, as well as fixed income and equity investment alternatives such as mutual funds. Prerequisite: FIN 6301.

Instructor:Larry Merville

Email: merville@utdallas.edu
Web page: http://som.utdallas.edu/faculty/faculty_merville.htm

Course Materials:  Please, refer to the MBS Direct Bookstore or Off-Campus Books for information on texts needed for this course.

Proctored Exam:

Syllabus: View course syllabus in UTD Syllabus Repository