FIN 3100 - Financial Planning for Professionals

Institution:

Utah Tech University

Subject:

Finance

Description:

This course is designed as an introductory course for students who have an interest in or who are currently pursuing a career in the Personal Financial Planning profession. In addition to covering an overview of the profession and the process, the course will focus on using tools such as the financial calculator, personal financial statement analysis, cash and debt management, housing, and education funding. **COURSE LEARNING OUTCOMES (CLOs)** At the conclusion of this course, students will be able to: 1. Identify and apply the financial planning process and CFP Board's Code of Ethics and Standards of Conduct. 2. Demonstrate a basic understanding of the Personal Financial Planning profession. 3. Create and analyze personal financial statements. 4. Apply the time value of money to calculate saving needs for various goals. 5. Propose appropriate cash management and debt-related recommendations that meet specific needs and goals. 6. Classify consumer laws that impact clients, including bankruptcy, banking, credit, privacy regulations, and other relevant laws 7. Compare and contrast strategies for education funding and make recommendations based on analysis. FA

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.utahtech.edu/

Phone Number:

(435) 652-7500

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

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