Durham
Paul College of Business&Econ :: Accounting and Finance
ACFI 640 (01) - Top/Financial Planning
Credits: 4.0
Term: Spring 2018 - Full Term (01/23/2018 - 05/07/2018)
Grade Mode: Letter Grading
Term: Spring 2018 - Full Term (01/23/2018 - 05/07/2018)
Grade Mode: Letter Grading
Class Size:
40
CRN: 53461
CRN: 53461
Special topics; may be repeated for a maximum of 8 credits.
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: STAFF
Start Date | End Date | Days | Time | Location |
---|---|---|---|---|
1/23/2018 | 5/7/2018 | MW | 3:40pm - 5:00pm | HS G34 |
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.