FP 220

Introduction to Personal Financial Planning

3 Unit(s)

In this course, students will explore various aspects of personal financial planning, including budgeting, financial statement analysis, time-value-of-money calculations, insurance options, social security benefits, house-buying strategies, and investment, retirement, income tax, estate planning and career opportunities. Students will complete a personal financial plan that covers these topics. This course also fulfills part of the educational requirements needed to sit for the Certified Financial Planner (CFP) and the Accredited Financial Counselor (AFC) examinations.