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Nov 23, 2024
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BFP* 210: Fundamentals of Personal Financial Planning4 Credits
(Formerly FNCE 210)
A survey of the financial planning process, that includes regulations affecting financial planners, construction of financial statements and analysis of client’s current financial situation, client communications, time value of money and an overview of the elements related to financial planning. In addition, principles of risk management, including the insurance contracts and different types of insurance will also be covered. Students should understand financial statements and have and know how to use a financial calculator (e.g. HP 12-C) prior to taking this course.
Prerequisites: Eligibility for ENG* 101
Offered: Fall
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