Skip to Main Content
2021-2022 Catalog
FIN 3124: Financial Planning

Course Description for Financial Planning

FIN3124: Financial Planning

Co-requisite: FIN3403
Description: This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. The course introduces students to the financial planning process and teaches them how to work with clients to set goals and assess risk tolerance. Students learn how to process and analyze information, construct personal financial statements, develop debt management plans, recommend financing strategies, and understand the basic components of a written comprehensive financial plan. The course also covers the regulatory environment, time value of money, and economic concepts.