Fundamentals of Personal Financial Planning (English)

Course Information

This course is not intended to replace the professional financial planner, but to help to make the general public better consumers of financial planning advice. The course was created to help those who cannot afford extensive planning assistance better understand how to define and reach their financial goals. It provides basic understanding so informed decisions can be made. The course can also be seen as a reference for individual topics that are part of personal financial planning.

Financial planning, in the broadest sense, is an effort to manage all aspects of a person / family’s financial affairs. Classically, that begins with planning family spending and extends through risk management (insurance), taxes, wealth accumulation, investing, and wealth distribution (retirement and estate planning).

UNEX Management Dept. | University Extension Sch. | University of California, Irvine
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