Course Details

FP 1: Fundamentals of Financial Planning

 

FINA1-CE9940 / $790
SPRING 2012
Continuing Education: Finance

Learn the fundamentals of financial planning in this prerequisite for the other courses in the financial planning program. Topics include financial planning functions, time value of money, economic and legal environments, financial analysis, and ethical and professional considerations. Students get practical experience utilizing data-gathering forms, constructing personal financial statements, budgeting, and dealing with regulatory requirements. Two classes are devoted to the use of the financial calculator.

4.0 CEU (40 50-minute hours)

Students may take financial calculator workshops prior to or concurrent with this course.

This course is also scheduled for:

SUMMER 2012

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Related Subject Areas: Accounting, Financial Planning

 

 

 

Section 1

 

Monday 6:00pm-8:45pm
February 13 - May 14

No class Feb. 20 and Mar. 12.

12 Sessions

Instructor: David Novick  
Location: Woolworth Bldg, 15 Barclay St.

 

 

Section 2

 

Wednesday 6:00pm-9:00pm
February 15 - May 9

No class Feb. 22 and Apr. 11.

11 Sessions

Instructor: Stephen Wetzel  
Location: Norman Thomas Center