FINP 300 - Personal Financial Planning

Institution:

Colorado Technical University-Sioux Falls (Closed)

Subject:

Description:

Credits: 4 Prerequisites: ACCT201, ECO201, & MGM330 In this course, students will gain an understanding of the financial planning process; client/planner interactions; time value of money applications; personal financial statements development and assessment; cash flow and debt management; asset acquisition; education planning; planning elements of risk management; investment planning; and retirement planning; special needs planning review; integrating planning recommendations; financial planning ethics review; and an overview of practice management concepts.

Credits:

4.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.coloradotech.edu/Sioux-Falls

Phone Number:

(605) 361-0200

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Quarter

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