Principles For The Financial Planner

Instructor:
Cynthia C Vines
356
Credits:
3.0
201
Building:
TBD
Room:
TBD
Semester:
Spring 2023
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 online section meets asynchronously in Canvas and has no meeting patterns or physical location. This course may require students to complete 2 online proctored exams at a cost of approximately $25 each. Instructions for arranging the online proctored exam will be provided by the instructor. 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