Fall 2026-91375-202690-FIN367-01 - Fndmntls of Financial Planning

Fundamentals of Financial Planning:

This course provides an overview of the financial planning process, including the role and responsibilities of a financial planner and the analytical tools required for effective decision making.  Topics include professional conduct and ethics, regulatory issues, economic concepts, time-value-of money, debt management, and education planning.  Students may only receive credit for BUS 302 or FIN 367.