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

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Spring 2024
Section Availability Dates Days Meeting Time Location Delivery Bldg/Room Instructor Credit Hours Clock Hours Fees Comments
3516 Full 01/08/2024-04/29/2024 Tue, Thu 11:00A-12:15 West Campus
Remote
REMOTE Not yet assigned 3.00
Meets remotely on the day(s) and time(s) listed in the schedule.
Fall 2024
Section Availability Dates Days Meeting Time Location Delivery Bldg/Room Instructor Credit Hours Clock Hours Fees Comments
3605 Open 08/19/2024-12/06/2024 Tue, Thu 11:00A-12:15 West Campus
Remote
ZOOM Marcia Gilbert 3.00
Meets remotely on the day(s) and time(s) listed in the schedule.