Foundational Skills of Financial Planning

Course Code: FIN 5007

Academic Year: 2019-2020

Students build essential skills in the math used in financial planning. Students calculate present and future value of financial variables and learn Excel and its application to financial planning. Learners acquire working knowledge of the economic and political concepts relevant to financial planning. Students hone their skills in the use of proper business writing techniques and effective presentation skills to deepen their understanding of the critical impact of these skills in the role of a successful financial planner.