Essentials of Personal Financial Planning

Catalog description

The course will provide a high-level overview of the profession of Personal Financial Planning. As such, the focus will be on both the basic financial planning competencies and the broad subject matter of the profession. The course will expose students to the four core personal financial planning areas of estate, risk management, investments, and financial independence. In addition, the general principals of personal financial planning will be explored. These principals include statement of financial position, spending plans and personal financial ratios.