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Course Information

Introduction to Financial Planning (BUSN 301)

Term: 2019-2020 - SUMMER SESSION B

Faculty

Teddi Jo Paulson

Professional Designations:

CFP®       Certified Financial Planner®practitioner

ChFC®    Chartered Financial Consultant

MBA       Master in Business Administration 

Andrea M Twedt

Hello!

I was born and raised in Moorhead, MN. I left the Midwest to enjoy the sunshine in Phoenix, AZ for 12 years. I miss the AZ winters; I am not a big fan of the cold. However, most of my family lives in the Midwest, so family comes over weather. 😊  

I have a daughter, Kelsey, who works at Microsoft. A son, Jonah, who attends North Dakota State University. Most importantly, I have three beautiful grandchildren: Tatum – 8, Trystynn – 6, and Toni – 5. I am very blessed to have them living in Fargo. They have Nana's heart!

I recently got married to an amazing man. Not only did I gain a husband, but also two wonderful adult children, Ryan and Cassandra. 

I am a big sports fan! I am a die-hard Vikings fan. I also enjoy watching basketball, especially March Madness. I do not have the skill set to play these sports, but I do like to exercise often. During my free time in the summer, I like to be at the lake. In the winter, I like to travel anywhere warm.

I’ve been teaching communication in the classroom since 2003 and online since 2004. I love teaching and getting to know the students.

Along with teaching, I am the Director of Online Undergraduate Programs at UJ.

I look forward to getting to know you.

Andrea

 

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Description

This course provides an overview of personal and family financial planning. Students will be introduced to the financial plannning profession and the financial planning process. Topics include professional financial planner certification requirements, planner-client relationship and communication, personal financial statement creation and analysis, risk tolerance, professional ethics, and time value of money concepts. Offered: Fall