FINA3030-A Prin. Of Financial Planning    (Fall 2019)

Course Details
Course Description
About The Instructor(s)
Course Details

Session, Dates: 1 (08/26/2019 - 12/13/2019)

Days: T R

Time: 09:30 - 10:45 am

Location: Moon Campus

Room: Hale Center 203

Seats Available: 1 Seat!

Credits: 3

Course Description

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

About The Instructor(s)

Jianyu Ma, Ph.D.

Associate Professor of Finance
Finance


ma@rmu.edu
412-397-5459 phone
412-397-2217 fax
Massey Hall 202
Profile