Rockwell School of Business
Undergraduate

Term: Fall 2025
Session: Full Term (Aug 25 - Dec 12)
Start Date: Monday, Aug 25, 2025
End Date: Friday, Dec 12, 2025
Availability: On Campus
Day(s): Tues./Thurs.
Time: 09:30 AM to 10:45 AM

Principles of Financial Planning course introduce 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 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.Prerequisite: FINA30003 Credits