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Course Information

Introduction to Financial Planning (BAF 231)

Term: 2024-2025 Spring

Faculty

Jonathan T JamesShow MyInfo popup for Jonathan T James
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Schedule

Mon-Wed-Fri, 11:00 AM - 11:50 AM (1/13/2025 - 5/10/2025) Location: MAIN EDU 301

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.