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EC109 – Personal Financial Planning

Personal Financial Planning provides undergraduate students with the essential personal finance and investing skills necessary to be financially responsible citizens.

Photo courtesy Flickr user <a href="">401(K) 2013</a>.
Photo courtesy Flickr user 401(K) 2013.


Professor Jim Parco email
Executive-in-Residence, Block 3 Jean Cooley email

In Personal Financial Planning, students become familiar with the development and implementation of a personal financial and investment program. This includes learning about the analysis of budgeting and tax planning, managing liquidity, financing large purchases, protecting assets and income and investing money for retirement, among many other crucial aspects of managing one's own financial life.