Undergraduate Catalog 2015-2016 [Archived Catalog] [Archived Catalog]
This course is available both online and residentially.
This course is designed to provide an overview of the financial planning process with specific emphasis on retirement planning. Topics discussed will include: 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; overview of practice management concepts.
Highlighted text indicates a change from the official version of the catalog.