May 07, 2024  
2020-2021 Graduate Catalog 
    
2020-2021 Graduate Catalog [FINAL EDITION]

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FP 600 - An Overview of Financial Planning in the Information Age


1.5 Credit(s)

This course introduces students to the financial planning process, including the regulatory and ethical environment in which financial planners function. This course enables students to use a comprehensive financial factfinder. Students will be able to counsel clients regarding the development of personal financial statements. Students develop credit and debt management strategies. Finally, students apply analytical skills to create and communicate about special financial issues presented by education planning, contingency emergency planning, divorce, and bankruptcy. This is a required class for MSTFP students.



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