Intro To Financial Planning

Catalog description

The course introduces the Financial Planning profession at the undergraduate level. Students will learn industry terminology, rules and regulations, and the standards of conduct and code of ethics that guide a financial planning professional. Specifics top ics include the time value of money, personal financial statement analysis, cash and debt management, housing, education funding, and industry ethics and regulation. The course will provide learning activities that will facilitate student growth and develo pment in higher -level thinking (analysis, synthesis, and evaluation) written and oral communication skills, and networking. The course aligns with the principal knowledge topics evaluated on the CFP Exam.