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Course Information

Introduction to Financial Planning (BAF 231)

Term: 2020 - 2021 Academic Year Spring

Faculty

Mrs. Mary Hope-BellowShow MyInfo popup for Mrs. Mary Hope-Bellow
mhbellow@jcsu.edu
Office hours:
  • Monday 11:55 AM to 1:15 PM
  • Wednesday 11:55 AM to 1:15 PM
  • Friday 11:55 AM to 1:15 PM
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    Schedule

    Tue-Thu, 12:00 PM - 1:15 PM (1/11/2021 - 5/8/2021) Location: MAIN ONLIN ONLIN

    Description

    BAF 231 Introduction to Financial Planning Three credit hours

    An introduction to the field of financial planning as a profession as well as a collection of topics concerning development and implementation
    of individual financial plan. The course provides an overview of personal financial planning process, including development of goals and objectives, forecasting of lifetime income and expenditures, evaluations of alternative investments, money management, risk management, taxation, and retirement & estate planning.