FINP300 Personal Financial Planning
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.
Corequisite
None
Distribution
Business
Notes
This course is no longer offered.