2018-2019 Catalog

FINA 2210 Financial Planning Principles

4.5 - 0.0 - 4.5

Course Description

This course is the first in the series of financial planning courses (income tax planning, retirement planning, and estate planning). Course content provides an overview of the financial planning process, including concepts related to the accumulation, preservation, and transference of wealth. NOTE: Lab fee covers assessment curriculum required by CFP board-certified courses.