Feb 01, 2025  
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Course/Program Inventory

BUSN 2325 - Fundamentals of Financial Planning


Credit hours: 3

Course Description:
This course provides an introduction to financial planning principles with a focus on communication with the client.

Student Learning Outcomes:
Students will be able to:

  1. Prepare an individual financial plan for a client that includes management of personal finances.
  2. Prepare an investment plan for a client that includes securities and other investment vehicles.
  3. Prepare an end-of-life plan for a client that includes retirement planning and estate planning.