Oct 22, 2021  
2021-2022 Catalog 
2021-2022 Catalog

FI 160 Personal Financial Planning

3 unit(s)
Introduces the process of comprehensive personal financial and estate planning. Topics include historical context of personal financial planning and services, career opportunities, analysis of personal financial statements, time-value-of-money applications, consumer decision-making analysis, personal risk/insurance analysis, house-buying analysis, savings and investment strategies and income/retirement/estate tax planning. Satisfies part of the educational requirements to sit for the CFP examination.

View the Fall 2021 course schedules: