FNCE 4210 - Personal Financial Planning Process and Ethics

3 Credits (Minimum) 3 Credits (Maximum)

This course will introduce students to the general principles of the personal financial planning process and the ethical standards and professional responsibilities of personal financial planners. Topics covered will include the financial planning process, personal financial statements, budgeting and cash flow management, time value of money concepts and calculations, debt management, and ethical and practice standards of personal financial planners. Prer., ACCT 2010, ECON 1010, ECON 2020, QUAN 2010; FNCE 3050 completed with a B- or better; College of Business students only.