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University of Tulsa

Oct 31, 2024

2021-2022 Undergraduate Bulletin

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2021-2022 Undergraduate Bulletin [ARCHIVED BULLETIN]

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FIN 2063 Personal Financial Planning and Investing

(3 hours)

The financial system; the financial planning process; understanding financial statements; setting financial goals, strategies, and budgets; time value of money; tax management; managing credit; investment planning; stocks; bonds; mutual funds; retirement planning; and estate planning. May not be taken as a finance elective.

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