Jun 30, 2024
OHIO University Undergraduate Catalog 2023-2024
OHIO University Undergraduate Catalog 2023-2024
[Archived Catalog]
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FIN 4100 - Personal Financial Planning
Introduction to financial planning for individuals. This course will survey the topics of money management, insurance planning, investment planning, retirement planning, and estate planning.
Requisites: FIN 3000
Credit Hours: 3
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Grades: Eligible Grades: A-F,WP,WF,WN,FN,AU,I
Learning Outcomes:
- Students will be able to describe financial goals related to the financial planning process.
- Students will be able to describe various types of financial instruments used in implementing financial plans.
- Students will be able to explain various financial planning techniques.
- Students will be able to create comprehensive financial plans based on information given regarding client goals and financial standing.
- Students will be able to explain the roles of insurance and investing in personal financial planning.
- Students will be able to compare alternate financial plans with respected to effectiveness, risk, and expected returns.
- Students will be able to critique financial plans as related to stated financial goals of clients.
- Students will be able to explain suitability of various financial instruments as related to client goals.
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