Financial Planning Process and Fundamentals

Catalog description

This course introduces students to the financial planning process and the relevant concepts of personal finance that are focused on understanding assumptions and client personal objectives. The student will learn how to act as a fiduciary under the CFP Boards Code of Ethics and Standards of Conducts for CFP Professionals, and how to manage the planner­ client relationship. Prerequisites: ECON 202, ECON 201 or ECON 250, Grade of C or higher. Offered: Fall, Spring, Summer.