Principles of Financial and Insurance Planning   [Archived Catalog]
2011-2012 Catalog [Aug. 2011-Aug. 2012]
   

BRC 0084 - Principles of Financial and Insurance Planning


This course introduces the students to the fundamental issues of personal financial planning. The course is based on the learning objective specified by the CFP Board with emphasis on the process of financial planning. The course is designed to provide students with an understanding of the concepts of the financial planning process, the economic environment, the time value of money, the legal environment, financial analysis, and ethical and professional considerations in financial planning.
Contact Hours: 45; Workforce Credits: 1.5.