Personal Financial Planning

Course Code CEFN-901
Lecture hours per week
Lab hours per week
Course Availability: Open

The first course in the CIFP’s Certified Financial Planner™ program, this course covers the fundamentals of personal financial planning. It is not only directed at developing the professional financial planner but also for individuals who want an improved understanding of the tools of personal financial planning in order to better manage their financial affairs. Topics include an overview of personal financial planning, income, taxes and expenditures, money management, personal-use assets, time value of money, financial economics, income tax planning, education planning, investment products and planning, retirement planning, risk management and estate planning. (Includes exam. Course-mandated financial calculator and course material excluded. Course material is available at the bookstore).