ACFI 640 (01) - Top/Financial Planning

Durham   Paul College of Business&Econ > Accounting and Finance
Credits: 4.0
Term: Fall 2017 - Full Term (08/28/2017 - 12/08/2017)
Class Size:   30  
CRN: 13902
Special topics; may be repeated for a maximum of 8 credits.
Instructors: Caitlin DeSoye

Times & Locations

Start Date End Date Days Time Location
8/28/2017 12/8/2017 MWF 1:10pm - 2:00pm PCBE 225
Additional Course Details: 

Financial Planning focuses on the personal side of finance as opposed to the corporate side. The course will walk through the Certified Financial Planner Board's approach to working with clients, from gathering data to analyzing and monitoring a client's personal financial situation. The analysis involves finding an individual or family's value (i.e., net worth) and then finding ways to grow and protect that value.  Topics include net worth analysis, cash flow and budgeting, debt management, asset allocation, savings plans, income tax planning, retirement and education planning, protection planning, and estate planning.