Principles For The Financial Planner

Instructor:
Cynthia C Vines
356
Credits:
3.0
201
Building:
TBD
Room:
TBD
Semester:
Fall 2022
Start Date:
End Date:
Name:
Principles For The Financial Planner
Requisites:

Prereq: The student must have completed 60 hours of college credit courses.

Class Type:
LEC
TBD
TBD
Days:
TBD
Note:
This course may require proctoring fees of up to $80. This course is restricted to students enrolled in the Certificate for Financial Planning in the Gatton College of Business and Economics. You can declare the certificate by using the "Request a Major Change" link in myUK.

This course introduces the principles of financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. Tools and topics include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, and retirement and estate planning. This class does not count as an accounting elective for the accounting major.

This course introduces the principles of financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. Tools and topics include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, and retirement and estate planning. This class does not count as an accounting elective for the accounting major.

ACC