Course Detail
Units:
0.0
Course Components:
Lecture
Enrollment Information
Course Attribute:
Continuing Education
Online
Description
This course serves as an introduction to personal financial planning-the process by which individuals and households determine, pursue, and achieve long-term financial goals. The principal mechanisms of personal financial planning include: investing and asset allocation, risk management, tax planning, retirement planning, and real estate planning. The course is oriented both to students who want to prepare and implement their own financial plans as well as students who wish to assist others in their financial planning. Major course concepts include: the financial planning process, client interactions, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, education planning, overview of risk management investment planning and retirement planning, special circumstances, plan integration, ethics, and business aspects of financial planning.