BUSN 301 Introduction to Financial Planning

This course provides an overview of personal and family financial planning. Students will be introduced to the financial planning profession and the financial planning process. Topics include professional financial planner certification requirements, planner-client relationship and communication, personal financial statement creation and analysis, risk tolerance, professional ethics, and time value of money concepts. 

Credits

1

Offered

Fall

Student Learning Outcomes

1. Understand the financial planning process and identify the eight job task domains
2. Explore behavioral finance, client and planner profiles, communication, and counseling behaviors and apply within case analysis
3. Demonstrate knowledge of cash flow and debt management
4. Understand the regulatory requirements and the professional conduct and fiduciary responsibility of personal financial planning
5. Demonstrate an understanding of education needs analysis and education savings vehicles