FI 160 - Personal Financial Planning

Institution:

Golden Gate University-San Francisco

Subject:

Description:

Introduces the process of comprehensive personal financial and estate planning. Topics include historical context of personal financial planning and services, career opportunities, analysis of personal financial statements, time-value-of-money applications, consumer decision-making analysis, personal risk/insurance analysis, housebuying analysis, savings and investment strategies, income/retirement/ estate tax planning. Satisfies part of the educational requirements to sit for the CFP

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.ggu.edu

Phone Number:

(415) 442-7800

Regional Accreditation:

Western Association of Schools and Colleges

Calendar System:

Trimester

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