Oct 18, 2021  
2021-2022 Catalog 
    
2021-2022 Catalog

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.


View the Fall 2021 course schedules: