Fundamentals of Financial Planning
- Permission Required:
- No
- Distribution:
- Finance
- Credits:
- 3.00 Credits
- Lecture:
- 3.00 Hours
Course Description:
This course is a study of the fundamental issues of personal financial planning. Course content is based on the learning objectives specified by the CFP (Certified Financial Planner) Board of Standards with an emphasis on the process of financial planning. This course will prepare students to sit for the Securities Industry Essentials (SIE) Examination. 45 class hours.
PHSC Course Schedule: Fundamentals of Financial Planning
Displaying 1 - 3 of 3
| Section | Availability | Dates | Days | Meeting Time | Location | Delivery | Bldg/Room | Instructor | Credit Hours | Clock Hours | Fees | Comments |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3605 | Open | 08/21/2023-12/08/2023 | Tue, Thu | 11:00A-12:15 | West Campus |
Remote
|
ZOOM | Marcia Gilbert | 3.00 |
Classes meet at a scheduled time via Zoom on the day(s) and time(s) listed on the schedule. In this modality, the course meets remotely on the days and times listed in the schedule providing the benefits of face-to-face classes in a live remote environment by utilizing technology (Zoom) through Canvas. Students need a webcam and microphone for this class.
|
| Section | Availability | Dates | Days | Meeting Time | Location | Delivery | Bldg/Room | Instructor | Credit Hours | Clock Hours | Fees | Comments |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3516 | Open | 01/08/2024-04/29/2024 | Tue, Thu | 11:00A-12:15 | West Campus |
Remote
|
REMOTE | Marcia Gilbert | 3.00 |
Meets remotely on the day(s) and time(s) listed in the schedule.
|
||
| 7154 | Open | 01/08/2024-04/29/2024 | Tue | 1:00P- 2:15 | Porter Campus |
Hybrid - On Campus
|
D-420 | Richard Sheehan | 3.00 |
Meets on campus once a week, and the remainder of the class is delivered with online assignments and activities.
|