Intro to Financial Planning |
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Course Title
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Intro to Financial Planning |
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Instructor |
Robert Bartelli, Jr. |
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Instructor email |
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Course Description |
Introduces students to the importance of financial planning. Students will gain specific knowledge of various financial products and learn to assess a client's financial needs by evaluating current financial situations using net worth, rate of savings, and cash flow. Students will also examine how personal factors such as risk tolerance, goals, and time frame affect a client's investment decisions. |
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Special Enrollment Info Line Number Course Number Credit Hours |
7006 FI0297 3 credit hours |
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Placement Test Required? |
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Meeting Dates & Times |
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Orientation Info |
You must contact the instructor, preferably by email, as soon as you enroll in the class, so that the instructor can send you orientation materials. If you are enrolling after the course's starting date, you must contact the instructor prior to enrolling. |