BUS 220 - Introduction to Personal Financial Planning

Students will be introduced to the financial planning process; client/planner interactions; time value of money applications; personal financial statement development and assessment; cash flow and debt management; asset acquisition; education planning; planning elements of risk management; investment planning, retirement planning; special needs planning review; integrating planning recommendations; financial planning ethics review; and an overview of practice management concepts.

3 Semester Credit(s)

Crosslisted with: N/A
Laboratory/Experience Hours N/A
Prerequisite(s): N/A
Corequisite(s): N/A
Repeatable for Credit No
Core Course No
Grade Type LT