Oct 17, 2019  
2019-2020 Undergraduate Bulletin 
    
2019-2020 Undergraduate Bulletin
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FPLN 3003 Fundamentals of Financial Planning

3 credits
An overview of financial planning as a profession. It covers fundamental concepts and begins to develop the competency needed for using the basic tools of financial planning. It also introduces the process for developing individualized financial plans for clients. An overview of financial planning as a profession. It covers fundamental concepts as well and helps students develop competency in using the basic tools of financial planning. The course also discusses the process for developing individualized financial plans for clients.



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