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Course Details

Financial Planning Principles

This course is an introduction to the components of personal financial planning, including personal financial statements, taxation, credit, risk management, investment, retirement, and estate, and an introduction to the financial planning process. Upon completion, students will demonstrate knowledge of terminology and features of financial products and strategies. Understanding the needs of the client, they will be able to create and follow up relevant financial goals that are specific, measurable, actionable, realistic and time-sensitive. They will be able to apply financial tools including present value/future value calculations, and personal financial statement analysis to identify constraints and opportunities specific to individual situations. Students will combine these processes to complete a simple financial plan. Software: PowerPoint and Word


CRN
Fee
60+
Day
Date
Time
Instructor
Location
Status

Financial Planning Principles

7386

$390.18

$331.38

MAY 14-AUG 20

Distance, OL


Questions?
Call Distance Education
(888)569-2547, ext 2185
distance@loyalistcollege.com