FINA3030-L1 Prin. Of Financial Planning (Fall 2023)
Course Details
Section will be taught totally online with no scheduled class meetings. Students must arrange for daily access to a computer and the Internet prior to the start of classes. Robert Morris labs are to be used only as a backup in special situations and may not be relied upon for extended periods of time. In addition to the Internet link, online classes have a large emphasis on email. All messages from the instructor and other information regarding online classes, including user ids, passwords, and login instructions will be sent to your Robert Morris University email account. Visit http://rmu.blackboard.com/ for more information.
Session, Dates: 4 (10/21/2023 - 12/15/2023)
Days: ONLINE
Time: -
Location: Internet/Online
Room:
Seats Available: 3 Seats
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 3 Credits
Prerequisite: FINA3000 3 Credits
Course Materials
Visit the Bookstore. Click for required materials for this course.About the Instructor(s)
Jianyu Ma, Ph.D.
ma@rmu.edu
412-397-5459 phone
412-397-2217 fax
Massey Hall 202
Profile
Professor of Finance
Finance
ma@rmu.edu
412-397-5459 phone
412-397-2217 fax
Massey Hall 202
Profile