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Contributed by Students
BU 413
This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term. Prerequisites: BU393.
A lot of work but cool course content and really helps you figure out how to plan finances and create large scale plans for the future. Biweekly tests are really hard and do not always align with the slides, you need to do the practice questions every week. Midterm was the same and honestly still difficult with a lot of trivia. The quantitative questions were straightforward. Gerry is great. Definitely not a bird course like I was thinking though.