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Mar 18, 2026
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2025-2026 Academic Catalog
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FP 200 - Fundamentals of Financial Planning
3 Credit Hour(s)
This course provides an overview of the financial planning process, including communication techniques, ethics, risk tolerance, time-value-of-money concepts, financial planning applications, regulatory issues, and the legal and economic environment for financial planning. The student will gain an understanding of the role and responsibilities of a financial planner along with some analytical skills to aid in financial decision-making.
Offered: Fall and Spring
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