Catalogue 2013 - 2014

FIN 340 Introduction to Financial Planning


3 cr.


EC 111, AC 201, and FIN 214.

Course Description

Financial planning requires integrating different kinds of financial information and understanding the consequences of these decisions. Key outcomes of this course are an ability to identify and integrate the principles and techniques of budgeting and accounting, insurance, investments, loans, estate planning, and related topics as they would be approached by a CFP (Certified Financial Planner).


in the spring semester.