Personal Financial Planning I

This course prepares learners with fundamental financial planning knowledge and introduces the personal financial planning process. Concepts include elements that affect an individual’s and family’s financial well-being. Collecting and analyzing required information to begin the financial planning process is examined. The course is eligible towards the Certified Financial Planner (CFP) Core Curriculum program. It is recommended learners enroll in FNSR2301 Financial Markets and Products in the same term.