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Term : Summer 2024
Catalog Year : 2023-2024

FIN 373 - Fundamentals Of Financial Planning

Description: This course is an introduction to the concepts and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client's risk while achieving goals through savings and investments. The student will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making. Topics in the course include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, planning for special situations such as a college education, and the formation and operation of a closely held business. The course also previews wealth accumulation as well as tax, retirement, and estate planning techniques. Letter grade only.

Units: 3

Sections offered: Fall 2024

Prerequisite: ((MAT 108, MAT 114, STA 270 or Math Placement Test Results (MTHPLACE 40+; ALEKS 40+; PLACE 46+)); ACC 255; and Junior status. Prerequisites must have grades of C or better.