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Simpson University · 3.0 credits · UGRD

An introduction to the broad scope of financial planning as it relates to personal goals/values, as well as its role in the financial services industry. Topics include careers in financial planning, personal financial statements, time-value-of-money analysis, calculator/computer applications (EXCEL), risk management & insurance, social security, investments, retirement planning, income tax and estate planning.
Fall 2026 · 2 sections
| Section | Days & time | Location | Instructor |
|---|---|---|---|
| 00Class #30404 | Mo We Fr · 8:00 – 9:00 AMAug 24 – Dec 11 | LaBaume-Rudat 101 | Obilana, K; Quirk, R |
| 79Class #31274 |
| Not published |
| Quirk, R; Currington, A |