ACFI 640 (01) - Topics in Finance I

Top Fin I/Financial Planning

Durham   Paul College of Business&Econ > Accounting and Finance
Credits: 4.0
Term: Fall 2019 - Full Term (08/26/2019 - 12/09/2019)
Class Size:   30  
CRN: 16621
Special topics.
Prerequisite(s): ACFI 721 and ACFI 723
Repeat Rule: May be repeated for a maximum of 8 credits.
Equivalent(s): ACFI 640W, ADMN 698
Only listed campus in section: Durham
Instructors: Caitlin DeSoye

Times & Locations

Start Date End Date Days Time Location
8/26/2019 12/9/2019 MW 9:40am - 11:00am PCBE G85
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.