This course introduces a framework of basic principles and the financial planning techniques used in professional practice. Topics include setting goals and budgeting, family life cycle, taxation, insurance, managing credit and debt, home ownership and investment principles and types.
This course is fully online and asynchronous, meaning you typically will not have to be online at specific times. You will engage in course-related activities through online tools such as announcements, discussions, and email. Your course learning will be based on weekly module content and activities that you can go through independently. Note: there are still deadlines for assignment submissions, and you may be expected to participate in discussion board interactions with your peers on a regular basis.
Your instructor may also include occasional scheduled sessions for Q&As and other discussion activities, using web conferencing tools such as Zoom and Google Meet. More details will be included in your course outline available on the first day of class.
Prerequisite: CFIN 300
or HTA 602 or AFF 210
Antirequisite: AFF 502