Course Catalog

Golden Gate University offers degree and certificate programs at three teaching centers and online.

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