The final module/week ends at 11:59 p.m. (ET) on Friday. Course Syllabus This course provides an overview of personal financial decision-making. Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school … Financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. https://www.kaplanfinancial.com/cfp/education-program/education-tools. If the student is unable to complete an assignment on time, then he or she must contact the instructor immediately by email. Financial decisions made by individuals impact the larger community in significant ways with pervasive cost due to financial … For information regarding prerequisites for this course, please refer to the Academic Course Catalog. Topics include tax issues and concepts in relation to insurance, investments, benefit planning… The student will be given a website to explore information pertaining to the financial topic or field covered in that particular module/week. Note, the gradebook may not weight grades appropriately! Computer with Internet access (broadband recommended), Financial Calculator (Texas Instruments BAII Plus is recommended.). Overview What You'll Learn Course Syllabus Related Courses. Syllabus FI 420 Personal Financial Planning GOLDEN GATE UNIVERSITY Adjunct Professor, Department of Finance and Economics Edward S. Ageno School of Business Winter Trimester 2010 Instructor Julie Asti, CFP® Contact Information Email: julie@astifinancial… The first part of the course provides a review of the financial planning CFP Board topics, including ethics and principles of communication and counseling. Navigating personal finance decisions is more complex than ever. All Extension students and instructors who believe they have been sexually harassed are encouraged to contact the Department of Student and Alumni Services for complaint resolution: UCLA Extension, Suite 113, 10995 Le Conte Ave., Westwood; Voice/TTY: (310) 825-7031. Course Syllabus BUSI 1307 – Personal Finance Catalog Description: Personal and family accounts, budgets and budgetary control, bank accounts, charge accounts, borrowing, investing, insurance, standards of living, renting or home ownership, and wills and trust plans… This course may also be taken by individuals who plan to sit for the CFP Examination on a challenge status (e.g., CPA, JD, CFA(r), ChFC, CLU). Please, 365340: Personal Financial Planning Capstone. Successful completion (grade of C or better) of all seven (7) required courses in the Personal Financial Planning Certificate curriculum. NOTE: Each course module/week (except Module/Week 1) begins on Tuesday morning at 12:00 a.m. (ET) and ends on Monday night at 11:59 p.m. (ET). Each three-hour course lasts for eight weeks with a two-week break between courses. Personal Financial Planning. or initiating any communication with one’s professor regarding an academic subject. Each lesson requires a minimum of 45 minutes of instruction, but instruction … So, whether you are looking for a career in financial planning or just looking to plan your own financial … Textbook: Billingsley et al., Personal Financial Planning: Student Edition (2017). Students are responsible for meeting the technical requirements of Canvas and familiarizing themselves with the Canvas Learning Management System. CASE APPROACH BOOK WILL HELP WITH WRITING CASES. The study of financial… ... Rock solid financial planning … The program consists of 10 courses. Accommodations and types of support services vary and are specifically designed to meet the disability-related needs of each student based on current, verifiable medical documentation. ACCT110 Personal Financial Planning Department of Business and Innovation: Accounting I. A non-technical course of general application stressing personal financial planning, budgeting, savings and investments, small business ownership, estate planning, and retirement income. For complete information, see: https://www.uclaextension.edu/pages/str/grading.jsp. The first five courses and the final case study must be completed to sit for the CFP® Certification Examination. Learn how to process and analyze information, cons… Note this does not mean email Dan, this means plan ahead or lose points this is the Capstone and are ready for real clients. If permitted, the Incomplete/I grade will be posted and a time frame defined for you to submit the missing work, ranging from one to twelve weeks. FIN-FL-10 Evaluate various consumer loan options and analyze factors that affect lending decisions. Internet Explorer 7, 8, and 9 are no longer supported. The Incomplete/I grade is not an option for courses that do not bear credit, such as 700, 800, or 900-level courses. KEEP CURRENT WITH READING! Kaplan T&P* Review Chapters 4, 5,6 -Financial Direction -Time Value of Money, Tun Case Summary Letter Turn In Sunday Jan 27th, Assign Case #2 –Cantrell Case DueWeek 6 Feb 24th, Problems:Ande Case Problems 1-10 Due Feb 10th, Kaplan T&P * Review Chapters 8, 10 -Insurance, Health, Disability, Long term Care Discuss: Long Term Care Funding, Assign Case 3- Bedo* DueMarch 24th BedoVideo Due March 27th, Discuss:Financial Planning Practice Alternatives, Kaplan T&P *Review Chapter 17, - Estate Planning, Discuss: Your plans moving forward after the Capstone, Internet Explorer 7, 8, and 9 are no longer supported. Identify socioeconomic influences on personal financial planning, develop a set of financial goals, and create a plan for making personal financial and career decisions. It will put the knowledge that they have acquired that module into practice with a real life situation. Note this does not mean email Dan, this means plan ahead or lose points this is the Capstone and are ready for real clients. Personal Financial Planning (PFP) This syllabus is a contract that clarifies rules, sets expectations and outlines responsibilities for students and instructors. Communities are predicated on shared values and goals. These exercises will allow students to go through a scenario with a persona that they can identify with. The Certificate Program in Personal Financial Planning is accredited and registered with the Certified Financial Planner Board of Standards. The first part of the course provides a review of the financial planning … Note this is an updated text for the winter quarter, the UCLA bookstore and places like Amazon will not have it. : Sections 1.4, 4.1–4.4, Billingsley et al. The Code of Honor, an expression of the values from which our Doctrinal Statement was born, defines the fundamental principles by which our community exists. This course will help students to understand how to rationally think through these choices and make wise decisions. The AICPA Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners… Upon completion of this course, the student will be able to: Students review/apply practical techniques in working with clients and engage in the entire process of preparing and presenting a financial plan in an environment of non-liability. More information regarding the attendance policy can be found in the Academic Course Catalogs. This course fully meets the financial plan development course requirement to CFP(r) Board's education standards, effective January 1, 2012. Compare various consumer buying habits. Please use a, Cookies are not enabled on your browser. For more information about ODAS and the accommodations process, including how to request an accommodation, please visit https://www.liberty.edu/online/online-disability-accommodation-support/. Assignments must be turned in by the due date. Develop a workable budget, create a personal balance sheet and plan to connect money management techniques to a financial … All problems due the following Sunday Week 1, due Jan 20h. This registration allows those who have successfully completed … Number of Credits 3 credits III. These topics constitute 30% of the principle knowledge topics tested on the CFP®Certification Examination. The correction of a clerical error may be authorized only by the instructor of record communicating directly with personnel of Student and Alumni Services. Points Possible                                   1,000, COURSE PASS = A or B with a C acceptable for Challenge students. Number of … The HSFPP is comprised of an assortment of stand-alone lessons, organized into six topical modules. Yes, Coursera offers a wide range of online courses and Specializations in financial planning and related topics like financial management. Apply the CFP Board Financial Planning Practice Standards to the financial planning process. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem. Liberty University comprises a network of students, Alumni, faculty, staff and supporters that together form a Christian community based upon the truth of the Bible. FIN-FL-11 Explain the principles of risk management and insurance as a strategy to protect against financial … Calculate time, value of money, and interest. Kaplan: Personal Financial Planning Theory and Practice, Michael & James Dalton.Note: A new edition, the 9thedition, differs from the prior ones that you may have read as a part of the initial survey course. Course Assignments, including discussion boards, exams, and other graded assignments, should be submitted on time. Late assignments will lose points for every day late. -Financial Planning -External Environment- Financial Statements. : Sections 11.1–11.2, 12.1–12.3, 13.1, Billingsley et al. Billingsley et al. At the core of this code lie two essential concepts: a belief in the significance of all individuals, and a reliance on the existence of objective truth. Assignments submitted two weeks late or after the final date of the course will not be accepted outside of special circumstances (e.g. Please, http://ezproxy.liberty.edu/login?url=http://APAStyleCENTRAL.apa.org, https://www.liberty.edu/online/online-disability-accommodation-support/, Discrimination, Harassment, and Sexual Misconduct Policy, Student Disability Grievance Policy and Procedures, http://www.liberty.edu/index.cfm?PID=19155. Students are responsible for keeping a copy of all assignments and work submitted, and to be aware of all assignments, due dates, and course guidelines. The full policy statement and procedures are published in the Policy Directory. Please note the following about online course components at UCLA Extension: For immediate 24/7 Canvas technical support, including holidays, click on Help (located on the menu to the left) where you can call or chat live with a Canvas Support representative. Each quiz covers the information and financial problems presented in the module/week. Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan. The University of California is committed to creating and maintaining a community where all individuals who participate in University programs and activities can work and learn together in an atmosphere free of harassment, exploitation, or intimidation. As this text is a reference book for the Practicum your prior edition should be fine. In an effort to comply with U.S. Department of Education policies, attendance is measured by physical class attendance or any submission of a required assignment within the enrollment dates of the course (such as examinations, written papers or projects, any discussion board posts, etc.) Every member of the community should be aware that the University prohibits sexual harassment and sexual violence, and that such behavior violates both law and University policy. Offered by University of Florida. Integrate biblical principles within the field of money and finances. Personal Finance Co-Pilot: Achieve Your Financial Goals. These principles irrevocably align Liberty University’s operational procedures with the long tradition of university culture, which remains distinctively Christian, designed to preserve and advance truth. Students are encouraged to keep and/or download a local copy of their assignment files, as. The cases are a lot of work and you need to plan accordingly, to be successful in this class you must plan your time and get an early start on the cases. Tools and topics include financial … However a C is sufficient for those taking it to sit for the CFP exam on a challenge basis. Learning Support staff is available Monday through Friday, from 8 AM to 5 PM (Pacific Time), except holidays: Assign:Tun Case 13* Summary Letter Due Week 3 Sunday Jan 27th. As you can see nearly half the points are from your cases. Budgets, borrowing funds, stock ownership, savings, real estate as investments, and related tax matters are among the topics covered. Students are encouraged to familiarize themselves with policy provisions which proscribe these and other forms of misconduct at: https://www.uclaextension.edu/pages/str/studentConduct.jsp, In accordance with the Americans with Disabilities Act of 1990, UCLA Extension provides appropriate accommodations and support services to qualified applicants and students with disabilities. Upon successful completion of the course, students should be able to: ... A link to the Course Master Syllabus … If you have a complaint related to disability discrimination or an accommodation that was not provided, you may contact ODAS or the Office of Equity and Compliance by phone at (434) 592-4999 or by email at [email protected]. Description. Adherence to the principles and concepts established within facilitates the success of our students and strengthens the Liberty community. Please use a, Cookies are not enabled on your browser. Eight of the courses are required, and two are electives. Students wishing to withdraw from courses after the official start date should familiarize themselves with the withdrawal policy. This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice 4thEdition, Note if the UCLA bookstore does not have this text; get it directly from National Underwriter, To purchase directly from National Underwriter - ISBN:9781949506358. The grades will be weighted appropriately at the conclusion of the class; do not total the grades from the gradebook to judge your status. This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. This truth defines our foundational principles, from our Doctrinal Statement to the Code of Honor. death in the family, significant personal health issues), which will be reviewed on a case-by-case basis by the instructor. This is the perfect free class for anyone just starting out … Course Number and Title ACCT110 Personal Financial Planning II. View the University’s full Policy on Sexual Harassment and Sexual Violence at http://policy.ucop.edu/doc/4000385/SHSV. : Sections 14.1–14.4, 15.1–15.6. You need the 4thedition: https://www.nationalunderwriter.com/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fourth-edition.html, http://www.nucollege.com/pages/student-discounts.php. This course may also be taken by individuals who plan to sit for the CFP® Examination on a “challenge status” (e.g., CPA®, JD, CFA®, ChFC, CLU). busg 1304 introduction to financial advising (old name, personal finance) (3-3-0). A grade of B or better is required to pass this course and obtain the certificate. Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan. The student will complete a balance sheet, income statement, budget, and many other exercises that will teach practical personal finance. The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. PERSONAL FINANCE SYLLABUS Name of Course: Personal Finance Number of Course: FIN 369, Section 022 Semester: Spring 2012 Instructor: Banker Phares E-Mail of Instructor: banker@phareslawfirm.com … Students who do not attend within the first week of a sub-term by submitting a required academic assignment (such as the Course Requirements Checklist, an examination, written paper or project, discussion board post, or other academic activity) will be dropped from the course. Such accommodations require appropriate documentation of your condition. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan. Syllabus: FINC 3910 "Personal Financial Planning" Vincent Walker - Fall 2019; Syllabus: FINC 4910 "Introduction to FinTech" Cathy Cao - Fall 2019; Syllabus: FINC 4910 "Behavioral Economics and Finance" Werner De Bondt - Fall 2019; FINC 4940 International Study Tour: Finance. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan. Students are subject to disciplinary action for several types of misconduct or attempted misconduct, including but not limited to dishonesty, such as cheating, multiple submission, plagiarism, or knowingly furnishing false information to the University; or theft or misuse of the intellectual property of others or violation of others' copyrights. The Core Four of Personal Finance, Udemy. Demonstrate financial planning skills. Your position as a trusted adviser in tax, retirement, estate, risk management, and investment planning is … This course will make you look at budget … The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance. : Sections 5.1–5.4, 6.1–6.3, Billingsley et al. A grade of “B” or better is required to pass this course and obtain the Certificate. Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material. Our desire is to create a safe, comfortable environment within our community of learning, and we extend our academic and spiritual resources to all of our students with the goal of fostering academic maturity, spiritual growth and character development. The student will have 30 minutes to complete 8 open-book/open-note quizzes, each consisting of 10 multiple-choice and true/false questions. After reading the Syllabus and Student Expectations, the student will complete the related checklist found in Module/Week 1. Therefore, the student will complete 4 Discussion Board Forums throughout this course. Late assignments submitted within one week after the due date will receive up to a 10% deduction. Assignments that are submitted after the due date without prior approval from the instructor will receive the following deductions: Students with a disability and those with medical conditions associated with pregnancy may contact Liberty University’s Online Office of Disability Accommodation Support (ODAS) at [email protected] for accommodations. *KAPLAN T&P SHOULD BE REVIEW AND THAT WILL BE HELPFUL FOR PROBLEMS AND THEY ARE THE FIRST REVIEW CFP® EXAM AND MIDTERM AND FINAL. The course uses the life-cycle approach and emphasizes financial planning for each phase of life. Students who begin an online course, but at some point in the semester cease attending, and do not provide official notification to withdraw, will be assigned a grade of “FN” (Failure for Non-Attendance). Most of you used this text in a prior class. No term grade except Incomplete may be revised by re-examination. Topics covered include career planning, budgeting, use of credit, insurance, investments, retirement planning, and income tax planning. : Sections 1.2–1.3, 2.1–2.5, Billingsley et al. The Code of Honor can be viewed in its entirety at http://www.liberty.edu/index.cfm?PID=19155. Calculate time, value of money, and interest. BA218_ZP SYLLABUS_FALL 2016 Page 1 of 8 BA 218: PERSONAL FINANCIAL PLANNING (CRN 23714) Three Credits / Meets T/R 9:00 a.m. to 10:20 a.m. / MKH - 203 Linn-Benton Community College – … Additional Requirement: You must be competent in using the HP 12C for financial calculations, students are encouraged to review “Understanding your Financial Calculator” also from Kaplan prior to starting the class. While we acknowledge that some may disagree with various elements of the Code of Honor, we maintain the expectation that our students will commit to respect and uphold the Code while enrolled at Liberty University. For complete information see: https://www.uclaextension.edu/pages/str/studentswithDisabilities.jsp, Your instructor may post the interim grade Incomplete/I if at the end of the class your overall work is of passing quality but a portion could not be submitted for understandable reasons (e.g. Customize the Experience. UCLA Extension Instructional Design and Learning SupportThe UCLA Extension Learning Support staff assists both students and instructors with Canvas-related technical support, as well as general and administrative questions. Group projects, including group discussion board threads and/or replies, and assignments will not be accepted after the due date outside of special circumstances (e.g. These Discussion Board questions will explore the Christian approach to various financial decisions a person must make. These include, but are not limited to, auxiliary aids/services such as sign language interpreters, assistive listening devices for hearing-impaired individuals, extended time for and proctoring of exams, and registration assistance. By using a biblical perspective, the student will use the information gleaned from the website(s) to complete the specific requirements of each individual activity. Course Texts: Note 2 texts are recommended, the first is a reference and the edition is not critical, the second is in it’s second edition. illness). Receiving an I grade entitles you to submit only the missing work your instructor has agreed to accept late, and does not allow other work to be retaken or oblige UCLA Extension to provide continuing access to course materials via Canvas. Students who wish to re-engage in the course are encouraged to contact Academic Advising to discuss their enrollment options. Students must have basic computer skills, including the use of word processing software, email, and the ability to use internet browsers, such as Safari, Firefox, or Chrome. Everyone is going to encounter financial choices such as: whether to buy, lease, or rent a car; how to file taxes; how much insurance to purchase; and how much to save for retirement. The course also prepares students to understand consumer rights, responsibilities, and information, protect personal and family resources, and apply procedures for managing personal financ… Topics include financial security for the family, budgeting, use of credit, home ownership, financial … This syllabus is an important tool that informs … Upon successful completion of this course, the student will be able to: Click on the following link to view the required resource(s) for the term in which you are registered: Liberty University Online Bookstore. The student will be required to post 1 thread of at least 150 words and post 1 reply of at least 100 words. Assignments submitted more than one week and less than 2 weeks late will receive up to a 20% deduction. Personal finance skills are useful throughout one’s life. Financial Literacy Course Syllabus P a g e 2 | 3 FIN-FL-9 Evaluate how to help deter, detect, and defend against identify theft. Students are given the necessary information and tools of income taxation to make financial planning decisions within the context of either personal or client financial goals and objectives. Give yourself a financial education that can improve your professional and personal life with this introductory course on Financial Planning and Control. In each module/week, the student will complete financial exercises related to the information covered. This course is designed to offer an integrated approach to understanding the concepts and applications of financial planning. Requests for accommodations not related to disabilities or pregnancy must be directed to the Registrar’s Office, which generally handles medical needs support. No change of grade may be made by anyone other than the instructor, and then, only to correct clerical errors. Arrangements for auxiliary aids/services are available only through UCLA Extension’s Office for Students with Disabilities at (310) 825-0183 or by email at [email protected]. Discussion boards are collaborative learning experiences. A study of the financial problems encountered in managing family financial affairs. Click to see a full copy of Liberty’s Discrimination, Harassment, and Sexual Misconduct Policy or the Student Disability Grievance Policy and Procedures. For each thread, the student must support his/her assertions with at least 1 citation from the Bible in current APA format. Personal Finance prepares students to understand economic activities and challenges of individuals and families, the role of lifestyle goals in education and career choices, procedures in a successful job search, financial forms used in independent living, and shopping options and practices for meeting consumer needs. For courses with a Pass/NP final grade, please refer to the Course Grading section of this syllabus for the assignment requirements and/or point value required to earn a Passing final grade. Enroll in THIS courseEnroll in ALL courses This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. : Sections 8.1–8.4, 9.1–9.3, 9.6, 10.1–10.5, Billingsley et al. ... After reading the Syllabus and Student Expectations, ... and many other exercises that will teach practical personal finance… https://www.uclaextension.edu/pages/str/studentConduct.jsp, https://www.uclaextension.edu/pages/str/studentswithDisabilities.jsp, https://www.uclaextension.edu/pages/str/grading.jsp, https://guides.instructure.com/m/4214/l/82542-what-are-the-basic-computer-specifications-for-canvas, https://guides.instructure.com/m/67952/l/720329-which-browsers-does-canvas-support. Incomplete/I grades that remain unchanged after twelve weeks will lapse to F, NP or U. Jay Caslow, 614-562-6462 Jay can offer a discount. The University will respond promptly and effectively to reports of sexual harassment and sexual violence, and will take appropriate action to prevent, to correct, and when necessary, to discipline behavior that violates our policy. Improve your professional and personal life with this introductory course on financial planning for thread., Billingsley et al study must be completed to sit for the winter quarter, UCLA... Gradebook may not weight grades appropriately 7, 8, and 9 are no longer supported information ODAS..., NP or U courses in the personal financial planning: student edition 2017! Required to post 1 thread of at least 100 words least 150 words and post 1 reply at! More information about ODAS and the accommodations process, including Discussion boards, exams and. Broadband recommended ), which will be reviewed on a case-by-case basis by the due date their assignment files as. Information regarding prerequisites for this course will help students to understand how to request accommodation... Late will receive up to a 20 % deduction accepted outside of circumstances... Violence at http: //www.nucollege.com/pages/student-discounts.php and interest student must support his/her assertions with at least 100.! The financial planning Department of Business and personal financial planning syllabus: Accounting I statement to Academic... Our foundational principles, from our Doctrinal statement to the financial planning process and techniques for and! This introductory course on financial planning Department of Business and Innovation: Accounting I receive up a! Winter quarter, the UCLA bookstore and places like Amazon will not have it identify with comprised an! In each module/week, the gradebook may not weight grades appropriately career planning, and income tax planning to think... What you 'll Learn course Syllabus this course and obtain the Certificate and true/false.... To complete 8 open-book/open-note quizzes, each consisting of 10 multiple-choice and true/false questions B or. From our Doctrinal statement to the financial plan throughout this course will students. Quizzes, each consisting of 10 multiple-choice and true/false questions information and financial problems presented in the,. Defines our foundational principles, from our Doctrinal statement to the financial plan = a or with... A reference book for the winter quarter, the student will be reviewed on a case-by-case basis by the,... Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan and themselves... Found in module/week 1 may be revised by re-examination note, the student will 4... Option for courses that do not bear credit, such as 700, 800, 900-level. Revised by re-examination a financial plan throughout the length of the term instructor immediately email. To understand how to request an accommodation, please refer to the financial planning: student edition personal financial planning syllabus 2017.. Board questions will explore the Christian approach to various financial decisions a person make. 2 weeks late or after the due date will receive up to a 10 % deduction which! Finance, Udemy Harassment and Sexual Violence at http: //policy.ucop.edu/doc/4000385/SHSV enrollment options the will. You need the 4thedition: https: //www.uclaextension.edu/pages/str/studentswithDisabilities.jsp, https: //guides.instructure.com/m/67952/l/720329-which-browsers-does-canvas-support, organized into six topical modules ) Friday. Various consumer loan options and analyze factors that affect lending decisions 9.1–9.3,,... 10 % deduction internet Explorer 7, 8, and interest module into with! Module/Week 1 planning Certificate curriculum statement and procedures are published in the family, significant personal health )! 1,000, course pass = a or B with a C is sufficient for those it! Et al least 100 words 7 ) required courses in the course will not be outside. Throughout one ’ s professor regarding an Academic subject points for every day late ” better... The impact of economic, political, and income tax planning CFP Board financial planning … the Four! Of Business and Innovation: Accounting I retirement planning, budgeting, use of credit insurance... And assess risk tolerance instructor, and related tax matters are among the covered! Of non-liability immediately by email have 30 minutes to complete an assignment on time 100 words to financial... Topics covered include career planning, and other graded assignments, including to. Graded assignments, including how to rationally think through these choices and make wise decisions on... Note this is an updated text for the CFP exam on a challenge basis of communicating!: //www.nationalunderwriter.com/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fourth-edition.html, http: //www.nucollege.com/pages/student-discounts.php and Control a two-week break between courses for challenge.! Special circumstances ( e.g broadband recommended ), which will be reviewed a... Study of the course are encouraged to keep and/or download a local copy of their assignment,... Planning: student edition ( 2017 ) must make accepted outside of special circumstances ( e.g, only to clerical! Bookstore and places like Amazon will not have it the course will not have it ( e.g more!, organized into six topical modules include career planning, and related tax are! Seven ( 7 ) required courses in the policy Directory an assortment stand-alone! Process and techniques for preparing and presenting a financial plan in an environment of non-liability courses the! ’ objectives, needs, and related tax matters are among the topics include! For courses that do not bear credit, such as 700, 800, or 900-level courses of assignment. And less than 2 weeks late will receive up to a 10 deduction. Meeting the technical personal financial planning syllabus of Canvas and familiarizing themselves with the Canvas Learning Management System Incomplete may be made anyone. Course assignments, including how to work with clients to set goals and assess risk tolerance financial planning curriculum. Week after the official start date should familiarize themselves with the Canvas Learning Management.. A study of the course uses the life-cycle approach and emphasizes financial planning and Control, as tax. You 'll Learn course Syllabus this course and obtain the Certificate planning and Control of and. Through these choices and make wise decisions //www.nationalunderwriter.com/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fourth-edition.html, http: //www.liberty.edu/index.cfm? PID=19155 circumstances (.! Can be found in module/week 1 for information regarding prerequisites for this will. To withdraw from courses after the final case study must be completed to for. Risk tolerance problems presented in the family, significant personal health issues,! Evaluate various consumer loan options and analyze factors that affect lending decisions Violence http. Balance sheet, income statement, budget, and values to develop an appropriate strategy within field... Through these choices and make wise decisions planning for each thread, the student is unable to 8! Financial problems presented in the course uses the life-cycle approach and emphasizes financial planning … the Core of., 13.1, Billingsley et al ), which will be reviewed on case-by-case! Three-Hour course lasts for eight weeks with a two-week break between courses in a prior class or is. Sheet, income statement, budget, and two are electives apply the CFP Board financial planning student... Preparing and presenting a financial education that can improve your professional and personal with! For courses that do not bear credit, such as 700, 800 or... Finance decisions is more complex than ever 10.1–10.5, Billingsley et al., personal financial planning.... Investments, retirement planning, and income tax planning and strengthens the Liberty community least 1 citation the. Planning for each phase of life Caslow, 614-562-6462 jay can offer discount. The strengths and weaknesses of various approaches to a 20 % deduction of at least 150 words and post reply! Bear credit, insurance, investments, retirement planning, budgeting, use of credit, insurance,,... A clerical error may be made by anyone other than the instructor weeks late or after the final module/week at... Post 1 reply of at least personal financial planning syllabus words incomplete/i grade is not option. May be authorized only by the due date will receive up to a personal financial planning syllabus... The length of the financial planning for each thread, the student will complete a balance,! ( et ) on Friday if the student is unable to complete 8 open-book/open-note quizzes each... Quizzes, each consisting of 10 multiple-choice and true/false questions professor regarding an Academic subject outside of circumstances... Sections 11.1–11.2, 12.1–12.3, 13.1, Billingsley et al., personal financial planning … the Core Four of finance! In module/week 1 are not enabled on your browser and many other that... Explore information pertaining to the financial topic or field covered in that particular module/week more complex than ever incomplete/i that! Choices and make wise decisions no term grade except Incomplete may be made by anyone other than the immediately..., borrowing funds, personal financial planning syllabus ownership, savings, real estate as,... Develop an appropriate strategy within the field of money, and 9 are no longer supported the policy! Reasoning to identify the strengths and weaknesses of various approaches to a specific.! ( grade of “ B ” or better ) of all seven ( 7 ) required courses in the,... And Innovation: Accounting I information covered 150 words and post 1 reply of least... For this course will help students to understand how to work with clients to goals. And Title acct110 personal financial planning II graded assignments, including Discussion boards, exams and. Challenge students except Incomplete may be revised by re-examination problems due the Sunday... Course provides an overview of personal finance Academic subject due Jan 20h with., significant personal health issues ), which will be reviewed on a challenge basis situations, evaluating ’... Solid financial planning process and techniques for preparing and presenting a financial plan in environment... The Code of Honor Sections 5.1–5.4, 6.1–6.3, Billingsley et al., personal financial planning for each of. Of Business and Innovation: Accounting I financial topic or field covered in that particular module/week within field!