Financial Planning

Catalog description

Introductory analysis and planning for financial goals and problems of individuals and families utilizing the financial planning process. Topics include financial planner ethics, client communication, household financial statements/budgets, cash/credit management, income taxes, housing, risk management, saving/investment, education finance, and estate planning. Prerequisite: 54 hours; and C grade or better in MTH 134 or higher; and undergraduate business majors must be admitted to degree program.