FI 0297 - Introduction to Financial Planning

Institution:

Labette Community College

Subject:

Description:

Prerequisite: None Introduction to Financial Planning introduces students to the importance of financial planning. Students will gain specific knowledge of various financial products and learn to assess a client's financial needs by evaluating current financial situations using net worth, rate of savings, and cash flow. Students will also examine how personal factors such as risk tolerance, goals, and time frame affect a client's investment decisions.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.labette.edu

Phone Number:

(620) 421-6700

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Semester

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