May 31, 2023  
2015-2017 Undergraduate Catalog 
2015-2017 Undergraduate Catalog [ARCHIVED CATALOG]

FERM 3500 - Fundamentals of Family Financial Planning (3)

This course introduces students to various financial planning topics that face families such as the financial planning process, client/planner interactions, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, and education planning. Risk management, investment planning, retirement planning, plan integration and ethics are also discussed. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.