MNGT451
Financial Planning Process and Fundamentals
Business & Management Programs
College of Graduate & Continuing Studies
Subject Code
MNGT
Number
451
Title
Fin Plng Proc & Fundmntals
Description
This course introduces students to the financial planning process and the relevant concepts of personal finance that are focused on understanding assumptions and client personal objectives. The student will learn how to act as a fiduciary under the CFP Boards Code of Ethics and Standards of Conducts for CFP Professionals, and how to manage the planner client relationship. Prerequisites: ECON 202, ECON 201 or ECON 250, Grade of C or higher. Offered: Fall, Spring, Summer.
3
Department or School
College
College of Graduate & Continuing Studies