Course Details

FP 1: Fundamentals of Financial Planning

 

X55.9940 / Continuing Education / $795
FALL 2008

 

Learn the fundamentals of financial planning (a 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 also take financial calculator workshops prior to or concurrent with this course.

This course is applicable toward:

• Certificate in Financial Planning
• Certificate in Accounting

 

 

 

Section 1

 

Monday 6:00pm-9:00pm
September 22 - December 15

No class 9/29 and 10/13.

 

11 Sessions

Instructor: David Novick  
Location: Woolworth Building, 15 Barclay

 

 

Section 2

 

Wednesday 6:00pm-9:00pm
September 17 - December 17

No class 10/1, 10/8 and 11/26.

 

11 Sessions

Instructor: Stephen Wetzel  
Location: Norman Thomas Center, 111 E 33