You will examine general principles of personal financial planning, including the strategic financial planning process, personal financial statements, cash and debt management, financing strategies, education funding, and client communication and counseling. In the second part of the course, you will study risk management and insurance, including analysis of risk exposures and types of insurance, including health, disability, long-term care, annuities, life, and property & casualty.
instructor(s)
Starn, Harry
Primary Instructor
- Fall 2018 / Spring 2019 / Fall 2019 / Spring 2020 / Fall 2020 / Spring 2021 / Fall 2021 / Spring 2022 / Fall 2022 / Spring 2023 / Fall 2023 / Spring 2024 / Fall 2024
