|
Jul 03, 2025
|
|
|
|
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
Add to Portfolio (opens a new window)
|
|