FIN 350 - Introduction to Financial Planning

3 Cr. Hrs.

Common Learning Outcomes 05. [CT] Critical thinking skills: inquiry, analysis and creative problem-solving, 13. [PP] Professional preparedness, interpersonal and digital communication skills

This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. These topics constitute thirty percent of the principle knowledge topics tested on the CFP® Certification Examination. The course introduces students to the financial planning process and working with clients to set goals and assess risk tolerance. In addition, students will learn 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.

Grading Basis: Letter Grade Repeatable: No Typical Periods Offered: Fall, Spring, Summer