Covers client assessment, time value of money, and basic investment planning strategies for the Financial Planning program.
Course overview
ACCT 5280 Financial Planning Foundations introduces the core principles of personal financial planning. You will learn how to assess a client's current financial position, understand their risk tolerance, and identify their short- and long-term goals. The course places a strong emphasis on the time value of money, teaching you how to calculate present and future values for various financial instruments.
You will also explore basic investment planning strategies, examining how different asset classes can be used to meet specific client objectives. By the end of the course, you will be able to prepare a preliminary financial plan report based on a simulated client case.
Who takes this course
This course is offered to students in the Financial Planning program.
Credits: 3 · Hours: 45
Prerequisites
None
Learning outcomes
- Assess a client's financial situation, risk tolerance, and goals.
- Apply time value of money concepts to financial scenarios.
- Develop basic investment planning strategies tailored to client needs.
- Prepare a preliminary financial plan report for a simulated client.
Evaluation
| Component | Weight (%) |
| Mid-term exam | 30 |
| Client assessment project | 40 |
| Final exam | 30 |