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Course Information

Introduction to Financial Planning (BUSN 301)

Term: 2021-2022 - FALL

Faculty

Teddi Jo Paulson

Professional Designations:

CFP®       Certified Financial Planner®practitioner

ChFC®    Chartered Financial Consultant

MBA       Master in Business Administration 

Schedule

Mon, 2:00 PM - 2:50 PM (8/23/2021 - 12/16/2021) Location: MAIN US 136

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