Jul 03, 2025  
Undergraduate Bulletin 2021-2022 
    
Undergraduate Bulletin 2021-2022 Archived Bulletin

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L.CFP 300 - Financial Planning & Risk Management


Credits: 3

The Minor in Financial Planning & Wealth Management is open to students of all majors and interests. CFP 300 provides an introduction to knowledge students will need working as financial services’ professionals. Course includes: the financial planning process; legal, ethical, and regulatory issues affecting personal financial planners; and time value of money concepts. The course continues with a discussion of the principles of risk management and insurance, allowing the student to identify a client’s risk exposure and select appropriate risk management techniques concerning life, accident/health, disability, property and casualty, and long-term care insurance. Topics covered align with the requirements of the CFP Board’s Principal Topics List.
Prerequisite: None
Co-requisite: None
General Education Classification: Not Applicable



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