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Course ID:FHCE 3250. 3 hours.
Course Title:Survey of Financial Planning
Course
Description:
Overview of the financial planning process for individuals and families. Topics include external planning consideration, financial planning statements, cash flow management, time value of money, and planning with respect to education, insurance, investments, tax, retirement, and estate transfers. Through classroom lecture, examination, and assignments the students will gain an understanding of how the financial planning process can benefit families and individuals.
Athena Title:SURV OF FINC PLAN
Duplicate Credit:Not open to students with credit in FHCE 3250E
Semester Course
Offered:
Not offered on a regular basis.
Grading System:A-F (Traditional)
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Syllabus: