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Institution:
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Aurora University
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Subject:
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Description:
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3 semester hours This course will examine the personal financial planning process. Topics will include client interactions, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, education planning, an overview of risk management, investment planning and retirement planning, ethics, and the business of financial planning. The course is based on the model financial planning curriculum of the Academy of Financial Services and the Certified Financial Planning Board. Prerequisite: BUS3400 (may be taken concurrently).
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Credits:
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3.00
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Credit Hours:
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Prerequisites:
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Corequisites:
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Exclusions:
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Level:
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Instructional Type:
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Lecture
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Notes:
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Additional Information:
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Historical Version(s):
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Institution Website:
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Phone Number:
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(630) 892-6431
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Regional Accreditation:
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North Central Association of Colleges and Schools
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Calendar System:
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Semester
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