BA 318 Foundations of Financial Planning
Foundations of Financial Planning is a course designed to give students a first-hand look at the various components that make up an individual's personal financial situation. Students are introduced to behavioral finance, personal financial statements, financial planning approaches, CFP Board rules and regulations, restructuring debt, special circumstances, and various portions of a comprehensive financial plan. This is a required course in the CFP Board curricula to fulfill the education requirement.
Prerequisite
Minimum SO standing.
Offered
Annual Fall Semester