Course Catalog

Course Catalog

NUMBER COURSE TITLE
FI 160
PERSONAL FINANCIAL PLANNING

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, income/retirement/ estate tax planning. Satisfies part of the educational requirements to sit for the CFP examination.

Prerequisite: ACCTG 1A., Units: 3 , Offered: Spring 2015