Rockwell School of Business
Undergraduate

Term: Fall 2026
Session: Full Term (Aug 31 - Dec 18)
Start Date: Monday, Aug 31, 2026
End Date: Friday, Dec 18, 2026
Availability: On Campus
Day(s): Tues./Thurs.
Time: 11:00 AM to 12:15 PM

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