Courses

CCP 173: General Financial Planning Principles, Professional Conduct, And Regulation

This course is an introduction to the concepts and profession of personal financial planning. The student will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making. Topics in the course include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, and planning for special situations such as a college education, the formation and operation of a closely held business, and disability. This course also previews wealth accumulation, tax, retirement, and estate planning techniques.