Fundamentals of Personal Financial Planning

Catalog description

Issues and concepts related to the overall financial planning process and establishing client-planner relationships. Students explore services provided to families, documentation required, and client and Certified Financial Planner(TM) licensee responsibilities. Students develop competencies for gathering of client data, determining goals and expectations, and assessing the client's financial status by analyzing and evaluating data. Emerging issues and the role of ethics in financial planning are an integral part of the course. Credit Hour s : 3