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Nov 24, 2024
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2019-2020 Catalog [ARCHIVED CATALOG]
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FI 420 Personal Financial Planning
3 unit(s)
Introduces the broad scope of financial planning as it relates to personal goals/values, as well as its role in the financial services industry. Topics include careers in financial services, management of personal financial statements, time-value-of-money analysis, calculator/computer applications, insurance, social security, house-buying strategies, investments, retirement planning, income tax and estate planning. Satisfies part of the educational requirements to sit for the CFP®examination.
Select the appropriate link below to view the course catalog and course schedule on the GGU website:
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