Course Catalog

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

FI 420
Personal Financial Planning

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.

Units: 3 , Offered: Spring 2021 , Fall 2020