FIN-420 Introduction to Financial Planning

The course introduces the principles of financial planning. The student will learn the financial planning process, how to analyze a client's situation, create financial and cash flow statements, and develop an appropriate strategy within a financial plan, via a case study written for this course. Additional topics include learning the CFP Code of Ethics, the role of financial institutions and their services, financing strategies, economic concepts, and the impact of business and consumer protection law. Throughout this course, the student will integrate biblical wisdom and the Virtuous Business Model into a review of personal financial planning.

Credits

3

Notes

3