Sep 20, 2026  
2026-2027 Catalog 
    
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2026-2027 Catalog
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FINA 2210 - Financial Planning Principles

4.5 Credits

Students learn current tools and techniques related to the accumulation, preservation, and transference of wealth in the financial planning process. This course is the first in the series of the financial planning courses (Risk Management and Insurance, Income Tax Planning, Retirement Planning, and Estate Planning).

(CFP Board Approved Course Description)

 

Lecture Hours: 4.5
Lab Hours: 0.0
Internship Hours: 0.0
Clinical or Practicum Hours: 0.0



Course Objectives

(CFP Board Approved Course Objectives)

  1. Apply the CFP Board Code of Ethics & Standards of Conduct
  2. Describe the financial planning process and identify factors relevant to this planning process.
  3. Apply Time Value of Money Concepts and calculations to the financial planning process.
  4. Develop Financial Statements and Financial ratios using Financing and debt strategies.
  5. Apply economic and behavioral finance concepts to the financial planning process.
  6. Develop Education analysis and Education Funding Strategies.
  7. Develop a financial plan for General Principals & Education


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