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Financial Planning

Code:
FIN 1289

This course is an introduction to the components of personal financial planning, including personal financial statements, taxation, credit, risk management, investment, retirement, and estate, and an introduction to the financial planning process. Upon completion, students will demonstrate knowledge of terminology and features of financial products and strategies. Understanding the needs of the client, they will be able to create and follow up relevant financial goals that are specific, measurable, actionable, realistic and time-sensitive. They will be able to apply financial tools including present value/future value calculations, and personal financial statement analysis to identify constraints and opportunities specific to individual situations. Students will combine these processes to complete a simple financial plan.


Equivalents:

  • FINC 1100

Scheduled Dates

CRN Day Date Time Hours Location/
Delivery Method
Fee Availability
10622May 14, 2024 to August 20, 202412:00 am - 12:01 am42Online$323.73
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