FINC - 330. Introduction to Financial Planning

3 credit(s)
This course is an introduction to the concepts and profession of personal financial planning. Gain an understanding of the role and responsibilities of a financial planner, along with analytical skills to aid in financial decision-making. Topics include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, and planning for special situations such as a college education, the formation and operation of a closely held business, and disability. It also previews wealth accumulation, tax, retirement, and estate planning techniques.

Prerequisite(s): FINC 201 (may be taken concurrently).
Attribute: BUS

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