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Course Information

Introduction to Financial Planning (BUSN 301)

Term: 2023-2024 - FALL

Faculty

Luke E Becker

Office Hours: By Appointment Only, either by Zoom or Phone

 

My name is Luke Becker. A little bit about me, I am originally from Fort Dodge, IA and currently work full-time at Iowa Central Community College in Fort Dodge. My wife and I have two sons, Theo and Max! I did my undergrad work at Iowa State University, where I received by B.S. degree and did my graduate work at Upper Iowa University, where I received my Master of Business Administration degree with an emphasis in Economics. I have been in the business and higher education field my entire career and am excited to go through this journey with you this term. I am very passionate about online learning and all of the benefits that are presented in the online classroom. In my spare time when I am not working, I enjoy doing home improvement projects, being active outside, jogging with my German Shepherd, spending time with my son, and rooting for the Kansas City Chiefs when they play. A fun fact about me is that I have ran two marathons, including one with my wife.

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