Introduction to Financial Planning (BUSN 301)
Term: 2021-2022 - FALL
Professional Designations:
CFP® Certified Financial Planner®practitioner
ChFC® Chartered Financial Consultant
Mon, 2:00 PM - 2:50 PM (8/23/2021 - 12/16/2021) Location: MAIN US 136
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