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.

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.