Undergraduate Degrees, Majors and Concentrations

FINA3030 - Prin. Of Financial Planning

Summer 2020

Principles of Financial Planning course introduce the concepts and profession of personal financial planning. The student will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making. Topics include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, and planning for special situations such as a college education.
Prerequisite: FINA3000
3 Credits

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 M  Monday
 T  Tuesday
 W  Wednesday
 R  Thursday
 F  Friday
 S  Saturday
 U  Sunday

Schedule Book for All Active and Available Future Terms, Course starting with FINA3030
Page 1 of 1
Credits: 3
Days: T R
Location: Moon
Room: Hale Center 204
Time: 09:30-10:45 am
Instructor: Ma
Session: 1 (08/26/2024 - 12/13/2024)
Term: Fall 2024
Prerequisite: FINA3000 3 Credits