Provides an introduction to the financial planning process for future financial planners. This includes the approaches to financial planning, interpersonal communication, and behavioral finance. Topics include financial statements and introductions to investment, estate, tax and retirement planning. Risk management and insurance planning is presented as well.
instructor(s)
Starn, Harry
Primary Instructor
- Fall 2018 / Spring 2019 / Fall 2019 / Spring 2020 / Fall 2020 / Spring 2021 / Fall 2021 / Spring 2022 / Fall 2022 / Spring 2023 / Fall 2023 / Spring 2024
