CSMadjunctfulmercsm204descript

CSM 204 INTRO PERSONL FINAN PLAN

Instructor:  C Fulmer

Credit Hours:  3 hrs.

Course Description

Presents personal financial planning within a systems framework. Includes the financial planning process within the context of the life cycle.  An emphasis is placed on careers in the financial planning and counseling fields and application of information to life situations.  This introductory course provides an overview of the many facets of financial planning with most of the material being presented in a lecture format.  The tests are at the cognitive learning level as required by the CFP Board of Standards and Practices.

Course Objectives

1.         Explain the process of financial planning.

2.         Apply financial planning principles to life situations.

3.         Evaluate financial planning tasks in various stages of the life cycle.

4.         Recognize job opportunities in the financial planning area.