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Course ID:FHCE 3250E. 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:Survey of Financial Planning
Equivalent Courses:Not open to students with credit in FHCE 3250
Nontraditional Format:This course will be taught 95% or more online.
Grading System:A-F (Traditional)
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