Course Details

FP 1: Fundamentals of Financial Planning

 

X55.9940 / $750
SPRING 2010
Continuing Education: Finance

 

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.

 

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

This course is applicable toward:

• Certificates in Financial Planning
• Certificate in Accounting

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Related Subject Areas: Financial Planning

 

 

 

Section 1

 

Monday 6:00pm-9:20pm
February 8 - May 10

No class 2/15, 3/29, 4/5

 

11 Sessions

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

 

 

Section 2

 

Wednesday 6:00pm-8:45pm
February 3 - May 5

No class 2/17, 3/31.

 

12 Sessions

Instructor: Paula Nangle  
Location: Norman Thomas Center, 111 E 33