Course Catalog

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

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 Course Sections: Summer 2023 , Spring 2023