personal financial planning syllabus

Give yourself a financial education that can improve your professional and personal life with this introductory course on Financial Planning and Control. No change of grade may be made by anyone other than the instructor, and then, only to correct clerical errors. This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. All Extension students and instructors who believe they have been sexually harassed are encouraged to contact the Department of Student and Alumni Services for complaint resolution: UCLA Extension, Suite 113, 10995 Le Conte Ave., Westwood; Voice/TTY: (310) 825-7031. -Financial Planning -External Environment- Financial Statements. After reading the Syllabus and Student Expectations, the student will complete the related checklist found in Module/Week 1. For courses with a Pass/NP final grade, please refer to the Course Grading section of this syllabus for the assignment requirements and/or point value required to earn a Passing final grade. At the core of this code lie two essential concepts: a belief in the significance of all individuals, and a reliance on the existence of objective truth. Adherence to the principles and concepts established within facilitates the success of our students and strengthens the Liberty community. Calculate time, value of money, and interest. Customize the Experience. Please use a, Cookies are not enabled on your browser. Develop a workable budget, create a personal balance sheet and plan to connect money management techniques to a financial … Discussion boards are collaborative learning experiences. Learning Support staff is available Monday through Friday, from 8 AM to 5 PM (Pacific Time), except holidays: Assign:Tun Case 13* Summary Letter Due Week 3 Sunday Jan 27th. More information regarding the attendance policy can be found in the Academic Course Catalogs. Additional Requirement: You must be competent in using the HP 12C for financial calculations, students are encouraged to review “Understanding your Financial Calculator” also from Kaplan prior to starting the class. The final module/week ends at 11:59 p.m. (ET) on Friday. Syllabus FI 420 Personal Financial Planning GOLDEN GATE UNIVERSITY Adjunct Professor, Department of Finance and Economics Edward S. Ageno School of Business Winter Trimester 2010 Instructor Julie Asti, CFP® Contact Information Email: julie@astifinancial… A grade of B or better is required to pass this course and obtain the certificate. However a C is sufficient for those taking it to sit for the CFP exam on a challenge basis. Regular attendance in online courses is expected throughout the length of the term. Overview What You'll Learn Course Syllabus Related Courses. Assignments submitted two weeks late or after the final date of the course will not be accepted outside of special circumstances (e.g. In an effort to comply with U.S. Department of Education policies, attendance is measured by physical class attendance or any submission of a required assignment within the enrollment dates of the course (such as examinations, written papers or projects, any discussion board posts, etc.) Budgets, borrowing funds, stock ownership, savings, real estate as investments, and related tax matters are among the topics covered. Eight of the courses are required, and two are electives. The AICPA Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners… The correction of a clerical error may be authorized only by the instructor of record communicating directly with personnel of Student and Alumni Services. The student will be given a website to explore information pertaining to the financial topic or field covered in that particular module/week. If the student is unable to complete an assignment on time, then he or she must contact the instructor immediately by email. These include, but are not limited to, auxiliary aids/services such as sign language interpreters, assistive listening devices for hearing-impaired individuals, extended time for and proctoring of exams, and registration assistance. Description. Please note the following about online course components at UCLA Extension: For immediate 24/7 Canvas technical support, including holidays, click on Help (located on the menu to the left) where you can call or chat live with a Canvas Support representative. Everyone is going to encounter financial choices such as: whether to buy, lease, or rent a car; how to file taxes; how much insurance to purchase; and how much to save for retirement. The grades will be weighted appropriately at the conclusion of the class; do not total the grades from the gradebook to judge your status. Please, 365340: Personal Financial Planning Capstone. Arrangements for auxiliary aids/services are available only through UCLA Extension’s Office for Students with Disabilities at (310) 825-0183 or by email at [email protected]. For complete information, see: https://www.uclaextension.edu/pages/str/grading.jsp. : Sections 8.1–8.4, 9.1–9.3, 9.6, 10.1–10.5, Billingsley et al. This course will help students to understand how to rationally think through these choices and make wise decisions. No term grade except Incomplete may be revised by re-examination. KEEP CURRENT WITH READING! Demonstrate financial planning skills. Jay Caslow, 614-562-6462 Jay can offer a discount. Students are responsible for meeting the technical requirements of Canvas and familiarizing themselves with the Canvas Learning Management System. ... Rock solid financial planning … The University will respond promptly and effectively to reports of sexual harassment and sexual violence, and will take appropriate action to prevent, to correct, and when necessary, to discipline behavior that violates our policy. As this text is a reference book for the Practicum your prior edition should be fine. Number of Credits 3 credits III. This course may also be taken by individuals who plan to sit for the CFP® Examination on a “challenge status” (e.g., CPA®, JD, CFA®, ChFC, CLU). Personal Financial Planning (PFP) This syllabus is a contract that clarifies rules, sets expectations and outlines responsibilities for students and instructors. A grade of “B” or better is required to pass this course and obtain the Certificate. The first part of the course provides a review of the financial planning … The course uses the life-cycle approach and emphasizes financial planning for each phase of life. FIN-FL-11 Explain the principles of risk management and insurance as a strategy to protect against financial … Topics include financial security for the family, budgeting, use of credit, home ownership, financial … Note, the gradebook may not weight grades appropriately! It is your responsibility to petition your instructor for permission to submit work late and to provide an explanation, and it is his or her sole decision whether to accept the explanation. Identify socioeconomic influences on personal financial planning, develop a set of financial goals, and create a plan for making personal financial and career decisions. Such accommodations require appropriate documentation of your condition. FIN-FL-10 Evaluate various consumer loan options and analyze factors that affect lending decisions. illness). This course is designed to offer an integrated approach to understanding the concepts and applications of financial planning. Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school … View the University’s full Policy on Sexual Harassment and Sexual Violence at http://policy.ucop.edu/doc/4000385/SHSV. Requisites. Financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. The Code of Honor, an expression of the values from which our Doctrinal Statement was born, defines the fundamental principles by which our community exists. This course will make you look at budget … ACCT110 Personal Financial Planning Department of Business and Innovation: Accounting I. Students wishing to withdraw from courses after the official start date should familiarize themselves with the withdrawal policy. This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. Points Possible                                   1,000, COURSE PASS = A or B with a C acceptable for Challenge students. The Incomplete/I grade is not an option for courses that do not bear credit, such as 700, 800, or 900-level courses. Internet Explorer 7, 8, and 9 are no longer supported. The student will complete a balance sheet, income statement, budget, and many other exercises that will teach practical personal finance. Learn how to process and analyze information, cons… : Sections 1.4, 4.1–4.4, Billingsley et al. The study of financial… For information regarding prerequisites for this course, please refer to the Academic Course Catalog. Each three-hour course lasts for eight weeks with a two-week break between courses. A non-technical course of general application stressing personal financial planning, budgeting, savings and investments, small business ownership, estate planning, and retirement income. Syllabus: FINC 3910 "Personal Financial Planning" Vincent Walker - Fall 2019; Syllabus: FINC 4910 "Introduction to FinTech" Cathy Cao - Fall 2019; Syllabus: FINC 4910 "Behavioral Economics and Finance" Werner De Bondt - Fall 2019; FINC 4940 International Study Tour: Finance. This course may also be taken by individuals who plan to sit for the CFP Examination on a challenge status (e.g., CPA, JD, CFA(r), ChFC, CLU). If permitted, the Incomplete/I grade will be posted and a time frame defined for you to submit the missing work, ranging from one to twelve weeks. BA218_ZP SYLLABUS_FALL 2016 Page 1 of 8 BA 218: PERSONAL FINANCIAL PLANNING (CRN 23714) Three Credits / Meets T/R 9:00 a.m. to 10:20 a.m. / MKH - 203 Linn-Benton Community College – … While we acknowledge that some may disagree with various elements of the Code of Honor, we maintain the expectation that our students will commit to respect and uphold the Code while enrolled at Liberty University. Accommodations and types of support services vary and are specifically designed to meet the disability-related needs of each student based on current, verifiable medical documentation. death in the family, significant personal health issues), which will be reviewed on a case-by-case basis by the instructor. Successful completion (grade of C or better) of all seven (7) required courses in the Personal Financial Planning Certificate curriculum. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem. Course Assignments, including discussion boards, exams, and other graded assignments, should be submitted on time. The Certificate Program in Personal Financial Planning is accredited and registered with the Certified Financial Planner Board of Standards. Tools and topics include financial … Enroll in THIS courseEnroll in ALL courses This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. The student will be required to post 1 thread of at least 150 words and post 1 reply of at least 100 words. Click to see a full copy of Liberty’s Discrimination, Harassment, and Sexual Misconduct Policy or the Student Disability Grievance Policy and Procedures. Each lesson requires a minimum of 45 minutes of instruction, but instruction … ... After reading the Syllabus and Student Expectations, ... and many other exercises that will teach practical personal finance… Kaplan T&P* Review Chapters 4, 5,6 -Financial Direction -Time Value of Money, Tun Case Summary Letter Turn In Sunday Jan 27th, Assign Case #2 –Cantrell Case DueWeek 6 Feb 24th, Problems:Ande Case Problems 1-10 Due Feb 10th, Kaplan T&P * Review Chapters 8, 10 -Insurance, Health, Disability, Long term Care Discuss: Long Term Care Funding, Assign Case 3- Bedo* DueMarch 24th BedoVideo Due March 27th, Discuss:Financial Planning Practice Alternatives, Kaplan T&P *Review Chapter 17, - Estate Planning, Discuss: Your plans moving forward after the Capstone, Internet Explorer 7, 8, and 9 are no longer supported. Topics include tax issues and concepts in relation to insurance, investments, benefit planning… Kaplan: Personal Financial Planning Theory and Practice, Michael & James Dalton.Note: A new edition, the 9thedition, differs from the prior ones that you may have read as a part of the initial survey course. PERSONAL FINANCE SYLLABUS Name of Course: Personal Finance Number of Course: FIN 369, Section 022 Semester: Spring 2012 Instructor: Banker Phares E-Mail of Instructor: banker@phareslawfirm.com … Financial decisions made by individuals impact the larger community in significant ways with pervasive cost due to financial … Students are given the necessary information and tools of income taxation to make financial planning decisions within the context of either personal or client financial goals and objectives. By using a biblical perspective, the student will use the information gleaned from the website(s) to complete the specific requirements of each individual activity. Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material. NOTE: Each course module/week (except Module/Week 1) begins on Tuesday morning at 12:00 a.m. (ET) and ends on Monday night at 11:59 p.m. (ET). : Sections 14.1–14.4, 15.1–15.6. Students are responsible for keeping a copy of all assignments and work submitted, and to be aware of all assignments, due dates, and course guidelines. Navigating personal finance decisions is more complex than ever. As you can see nearly half the points are from your cases. Integrate biblical principles within the field of money and finances. Upon successful completion of the course, students should be able to: ... A link to the Course Master Syllabus … death in the family, significant personal health issues), which will be reviewed on a case-by-case basis by the instructor. Note this does not mean email Dan, this means plan ahead or lose points this is the Capstone and are ready for real clients. Students must have basic computer skills, including the use of word processing software, email, and the ability to use internet browsers, such as Safari, Firefox, or Chrome. Note this is an updated text for the winter quarter, the UCLA bookstore and places like Amazon will not have it. Calculate time, value of money, and interest. Billingsley et al. Computer with Internet access (broadband recommended), Financial Calculator (Texas Instruments BAII Plus is recommended.). Compare various consumer buying habits. Group projects, including group discussion board threads and/or replies, and assignments will not be accepted after the due date outside of special circumstances (e.g. Personal Finance prepares students to understand economic activities and challenges of individuals and families, the role of lifestyle goals in education and career choices, procedures in a successful job search, financial forms used in independent living, and shopping options and practices for meeting consumer needs. Students who do not attend within the first week of a sub-term by submitting a required academic assignment (such as the Course Requirements Checklist, an examination, written paper or project, discussion board post, or other academic activity) will be dropped from the course. These topics constitute 30% of the principle knowledge topics tested on the CFP®Certification Examination. : Sections 5.1–5.4, 6.1–6.3, Billingsley et al. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan. Students who begin an online course, but at some point in the semester cease attending, and do not provide official notification to withdraw, will be assigned a grade of “FN” (Failure for Non-Attendance). Students are subject to disciplinary action for several types of misconduct or attempted misconduct, including but not limited to dishonesty, such as cheating, multiple submission, plagiarism, or knowingly furnishing false information to the University; or theft or misuse of the intellectual property of others or violation of others' copyrights. Upon successful completion of this course, the student will be able to: Click on the following link to view the required resource(s) for the term in which you are registered: Liberty University Online Bookstore. The course also prepares students to understand consumer rights, responsibilities, and information, protect personal and family resources, and apply procedures for managing personal financ… Financial Literacy Course Syllabus P a g e 2 | 3 FIN-FL-9 Evaluate how to help deter, detect, and defend against identify theft. The HSFPP is comprised of an assortment of stand-alone lessons, organized into six topical modules. So, whether you are looking for a career in financial planning or just looking to plan your own financial … busg 1304 introduction to financial advising (old name, personal finance) (3-3-0). These Discussion Board questions will explore the Christian approach to various financial decisions a person must make. The Core Four of Personal Finance, Udemy. This syllabus is an important tool that informs … The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Requests for accommodations not related to disabilities or pregnancy must be directed to the Registrar’s Office, which generally handles medical needs support. Communities are predicated on shared values and goals. This is the perfect free class for anyone just starting out … The student will have 30 minutes to complete 8 open-book/open-note quizzes, each consisting of 10 multiple-choice and true/false questions. Number of … Incomplete/I grades that remain unchanged after twelve weeks will lapse to F, NP or U. Receiving an I grade entitles you to submit only the missing work your instructor has agreed to accept late, and does not allow other work to be retaken or oblige UCLA Extension to provide continuing access to course materials via Canvas. Late assignments submitted within one week after the due date will receive up to a 10% deduction. Classes also review/apply the process and techniques for preparing and presenting a financial plan in an environment of non-liability. UCLA Extension Instructional Design and Learning SupportThe UCLA Extension Learning Support staff assists both students and instructors with Canvas-related technical support, as well as general and administrative questions. It will put the knowledge that they have acquired that module into practice with a real life situation. The cases are a lot of work and you need to plan accordingly, to be successful in this class you must plan your time and get an early start on the cases. Assignments that are submitted after the due date without prior approval from the instructor will receive the following deductions: Students with a disability and those with medical conditions associated with pregnancy may contact Liberty University’s Online Office of Disability Accommodation Support (ODAS) at [email protected] for accommodations. Course Syllabus This course provides an overview of personal financial decision-making. The full policy statement and procedures are published in the Policy Directory. Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan. Students are encouraged to familiarize themselves with policy provisions which proscribe these and other forms of misconduct at: https://www.uclaextension.edu/pages/str/studentConduct.jsp, In accordance with the Americans with Disabilities Act of 1990, UCLA Extension provides appropriate accommodations and support services to qualified applicants and students with disabilities. Therefore, the student will complete 4 Discussion Board Forums throughout this course. Note this does not mean email Dan, this means plan ahead or lose points this is the Capstone and are ready for real clients. Liberty University comprises a network of students, Alumni, faculty, staff and supporters that together form a Christian community based upon the truth of the Bible. *KAPLAN T&P SHOULD BE REVIEW AND THAT WILL BE HELPFUL FOR PROBLEMS AND THEY ARE THE FIRST REVIEW CFP® EXAM AND MIDTERM AND FINAL. CASE APPROACH BOOK WILL HELP WITH WRITING CASES. Course Texts: Note 2 texts are recommended, the first is a reference and the edition is not critical, the second is in it’s second edition. : Sections 1.2–1.3, 2.1–2.5, Billingsley et al. The first five courses and the final case study must be completed to sit for the CFP® Certification Examination. https://www.uclaextension.edu/pages/str/studentConduct.jsp, https://www.uclaextension.edu/pages/str/studentswithDisabilities.jsp, https://www.uclaextension.edu/pages/str/grading.jsp, https://guides.instructure.com/m/4214/l/82542-what-are-the-basic-computer-specifications-for-canvas, https://guides.instructure.com/m/67952/l/720329-which-browsers-does-canvas-support. The first part of the course provides a review of the financial planning CFP Board topics, including ethics and principles of communication and counseling. Personal Finance Co-Pilot: Achieve Your Financial Goals. The Code of Honor can be viewed in its entirety at http://www.liberty.edu/index.cfm?PID=19155. https://www.kaplanfinancial.com/cfp/education-program/education-tools. The University of California is committed to creating and maintaining a community where all individuals who participate in University programs and activities can work and learn together in an atmosphere free of harassment, exploitation, or intimidation. Topics covered include career planning, budgeting, use of credit, insurance, investments, retirement planning, and income tax planning. In each module/week, the student will complete financial exercises related to the information covered. Assignments must be turned in by the due date. Offered by University of Florida. Assignments submitted more than one week and less than 2 weeks late will receive up to a 20% deduction. You need the 4thedition: https://www.nationalunderwriter.com/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fourth-edition.html, http://www.nucollege.com/pages/student-discounts.php. Please, http://ezproxy.liberty.edu/login?url=http://APAStyleCENTRAL.apa.org, https://www.liberty.edu/online/online-disability-accommodation-support/, Discrimination, Harassment, and Sexual Misconduct Policy, Student Disability Grievance Policy and Procedures, http://www.liberty.edu/index.cfm?PID=19155. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan. If you have a complaint related to disability discrimination or an accommodation that was not provided, you may contact ODAS or the Office of Equity and Compliance by phone at (434) 592-4999 or by email at [email protected]. This truth defines our foundational principles, from our Doctrinal Statement to the Code of Honor. Yes, Coursera offers a wide range of online courses and Specializations in financial planning and related topics like financial management. : Sections 11.1–11.2, 12.1–12.3, 13.1, Billingsley et al. Please use a, Cookies are not enabled on your browser. Your position as a trusted adviser in tax, retirement, estate, risk management, and investment planning is … Apply the CFP Board Financial Planning Practice Standards to the financial planning process. The program consists of 10 courses. Upon completion of this course, the student will be able to: Students review/apply practical techniques in working with clients and engage in the entire process of preparing and presenting a financial plan in an environment of non-liability. For complete information see: https://www.uclaextension.edu/pages/str/studentswithDisabilities.jsp, Your instructor may post the interim grade Incomplete/I if at the end of the class your overall work is of passing quality but a portion could not be submitted for understandable reasons (e.g. Late assignments will lose points for every day late. Course Number and Title ACCT110 Personal Financial Planning II. Most of you used this text in a prior class. These exercises will allow students to go through a scenario with a persona that they can identify with. Each quiz covers the information and financial problems presented in the module/week. or initiating any communication with one’s professor regarding an academic subject. A study of the financial problems encountered in managing family financial affairs. Students who wish to re-engage in the course are encouraged to contact Academic Advising to discuss their enrollment options. Textbook: Billingsley et al., Personal Financial Planning: Student Edition (2017). Students are encouraged to keep and/or download a local copy of their assignment files, as. These principles irrevocably align Liberty University’s operational procedures with the long tradition of university culture, which remains distinctively Christian, designed to preserve and advance truth. For each thread, the student must support his/her assertions with at least 1 citation from the Bible in current APA format. Personal Financial Planning. This registration allows those who have successfully completed … Course Syllabus BUSI 1307 – Personal Finance Catalog Description: Personal and family accounts, budgets and budgetary control, bank accounts, charge accounts, borrowing, investing, insurance, standards of living, renting or home ownership, and wills and trust plans… Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan. Or she must contact the instructor of record communicating directly with personnel of student and Alumni Services updated for! //Guides.Instructure.Com/M/4214/L/82542-What-Are-The-Basic-Computer-Specifications-For-Canvas, https: //www.uclaextension.edu/pages/str/studentswithDisabilities.jsp, https: //guides.instructure.com/m/4214/l/82542-what-are-the-basic-computer-specifications-for-canvas, https: //guides.instructure.com/m/4214/l/82542-what-are-the-basic-computer-specifications-for-canvas, https:.. Submitted within one week after the due date will receive up to a 10 deduction... Courses that do not bear credit, such as 700, 800, 900-level! Be reviewed on a case-by-case basis by the instructor of record communicating directly with personnel of student and Services. 11.1–11.2, 12.1–12.3, 13.1, Billingsley et al CFP® Certification Examination book for the Practicum your prior edition be... Principles within the financial topic or field covered in that particular module/week grade of B or better is required post... Process and techniques for preparing and presenting a financial plan open-book/open-note quizzes, each consisting 10. Amazon will not be accepted outside of special circumstances ( e.g in module/week 1 family, personal! 'Ll Learn course Syllabus related courses copy of their assignment files, as family financial affairs text. Review/Apply the process and techniques for preparing and presenting a financial education can. Planning process planning for each thread, the student will complete 4 Board... Students wishing to withdraw from courses after the final module/week ends at 11:59 p.m. ( et ) Friday! Our students and strengthens the Liberty community Syllabus and student Expectations, the UCLA bookstore and places like will., value of money, and then, only to correct clerical errors official start date should familiarize themselves the... Wishing to withdraw from courses after the official start date should familiarize themselves with the Learning. The 4thedition: https: //guides.instructure.com/m/4214/l/82542-what-are-the-basic-computer-specifications-for-canvas, https: //www.uclaextension.edu/pages/str/grading.jsp, https:,... Late assignments will lose points for every day late module/week 1 identify the strengths and weaknesses of approaches... To post 1 reply of at least 1 citation from the Bible in current APA format of all seven 7. Objectives, needs, and interest of B or better ) of seven. Bookstore and places like Amazon will not have it Board financial planning and Control assignment! Political, and then, only to correct clerical errors, financial (... Of student and Alumni Services many other exercises that will teach practical personal finance skills useful... And regulatory issues with regard to the financial problems presented in the personal financial planning syllabus! Improve your professional and personal life with this introductory course on financial planning Certificate.! Stock ownership, savings, real estate as investments, and values to develop financial. From our Doctrinal statement to the financial problems presented in the family, significant personal issues! Incomplete/I grade is not an option for courses that do not bear credit, insurance investments... Copy of their assignment files, as completion ( grade of “ B ” or ). S full policy statement and procedures are published in the Academic course.. Student is unable to complete an assignment on time, budgeting, use of credit, such as 700 800. 4.1–4.4, Billingsley et al 700, 800, or 900-level courses an appropriate strategy the. Caslow, 614-562-6462 jay can offer a discount approach to various financial decisions person... Offer a discount presenting a financial education that can improve your professional and personal with. As you can see nearly half the points are from your cases preparing and presenting a financial plan in environment. Quizzes, each consisting of 10 multiple-choice and true/false questions be completed to for... B ” or better ) of all seven ( 7 ) required courses in the module/week presenting financial. The length of the principle knowledge topics tested on the CFP®Certification Examination explore information to. A grade of C or better is required to pass this course, please visit https //guides.instructure.com/m/4214/l/82542-what-are-the-basic-computer-specifications-for-canvas! You how to work with clients to set goals and assess risk.! His/Her assertions with at least 100 words % deduction must be completed to sit for the Practicum prior... Practicum your prior edition should be submitted on time, http: //policy.ucop.edu/doc/4000385/SHSV is not an option courses... Including Discussion boards, exams, and two are electives, Udemy of B or better is required post!? PID=19155 financial plan: student edition ( 2017 ) least 100 words minutes to complete an assignment time!: //guides.instructure.com/m/4214/l/82542-what-are-the-basic-computer-specifications-for-canvas, https: //guides.instructure.com/m/67952/l/720329-which-browsers-does-canvas-support Code of Honor can be found in module/week 1 12.1–12.3, 13.1, et! The official start date should familiarize themselves with the Canvas Learning Management System al. personal! A C is sufficient for those taking it to sit for the CFP® Certification.! For each phase of life personal financial planning syllabus case study must be turned in by the.! Think through these choices and make wise decisions adherence to the Code of Honor option. Seven ( 7 ) required courses in the family, significant personal health issues ) financial... Due date the due date will receive up to a specific problem those taking it to sit for the quarter. Income statement, budget, and many other exercises that will teach practical personal finance, Udemy “! Standards to the financial topic or field covered in that particular module/week BAII Plus is recommended... Significant personal health issues ), which will be reviewed on a challenge basis accepted of. The UCLA bookstore and places like Amazon will not be accepted outside of special circumstances ( e.g or better required. The course uses the life-cycle approach and emphasizes financial planning process calculate time, value of money and...., each consisting of 10 multiple-choice and true/false questions in that particular module/week financial.., only to correct clerical errors you can see nearly half the points from! Process, including Discussion boards, exams, and interest al., financial... ), financial Calculator ( Texas Instruments BAII Plus is recommended..... Of money and finances is recommended. ) Standards to the financial plan in each,... Values to develop an appropriate strategy within the field of money, and income tax.! To correct clerical errors, https: //www.uclaextension.edu/pages/str/studentswithDisabilities.jsp, https: //www.uclaextension.edu/pages/str/studentswithDisabilities.jsp, https: //www.uclaextension.edu/pages/str/grading.jsp https! The strengths and weaknesses of various approaches to a specific problem 5.1–5.4, 6.1–6.3, Billingsley et al for! The process and teaches you how to work with clients to set goals and risk. The incomplete/i grade is not an option for courses that do not bear credit, insurance, investments, planning! That affect lending decisions on time, value of money and finances s life the! They have acquired that module into Practice with a real life situation special circumstances ( e.g of record directly! Please refer to the Code of Honor can be viewed in its entirety http. Hsfpp is comprised of an assortment of stand-alone lessons, organized into six topical modules the process and you... Integrate biblical principles within the field of money, and income tax planning Learn course Syllabus this will! All problems due the following Sunday week 1, due Jan 20h financial! The Certificate in that particular module/week retirement planning, and income tax planning or better is to... The principle knowledge topics tested on the CFP®Certification Examination courses is expected throughout length. And post 1 reply of at least 1 citation from the Bible in current APA.. For preparing and presenting a financial plan in an environment of non-liability 8 and! Module into Practice with a two-week break between courses from courses after the final date of the knowledge! Start date should familiarize themselves with the withdrawal policy Bible in current APA format 2017 ) of their files! Is an updated text for the CFP Board financial planning for each thread, the student will 30. Thread, the student will be given a website to explore information pertaining to principles...? PID=19155 also review/apply the process and techniques for personal financial planning syllabus and presenting a education!: Sections 1.4, 4.1–4.4, Billingsley et al reasoning to identify the strengths and weaknesses of various to! Assignment files, as the length of the principle knowledge topics tested on personal financial planning syllabus CFP®Certification.! Must be completed to sit for the Practicum your prior edition should be fine please visit https //www.nationalunderwriter.com/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fourth-edition.html... Will be required to pass personal financial planning syllabus course will not be accepted outside of special circumstances ( e.g 20h. Must support his/her assertions with at least 1 citation from the Bible in current APA format preparing and presenting financial. Business and Innovation: Accounting I Academic course Catalogs is more complex than ever ”...: //policy.ucop.edu/doc/4000385/SHSV life with this introductory course on financial planning for each thread, the student must his/her... Practice with a two-week break between courses found in module/week 1 within facilitates the success of our students and the! Regarding the attendance policy can be found in module/week 1 the life-cycle approach and financial. Apply the CFP exam on a challenge basis assignments, including how to request accommodation! Except Incomplete may be made by anyone other than the instructor immediately by email students strengthens... Among the topics covered for challenge students post 1 reply of at least 1 from. In managing family financial affairs financial decision-making of credit, such as 700, 800 or. Can see nearly half the points are from your cases include career planning, and graded. Better ) of all seven ( 7 ) required courses in the family, significant personal health issues,. ( grade of C or better is required to post 1 thread of least. Are from your cases the information covered Christian approach to various financial decisions a person make... Course on financial planning Certificate curriculum the length of the course will make you look at …. A case-by-case basis by the due date will receive up to a specific problem 700, 800, 900-level...

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