The Certificate Program in Personal Financial Planning is accredited and registered with the Certified Financial Planner Board of Standards. https://www.kaplanfinancial.com/cfp/education-program/education-tools. death in the family, significant personal health issues), which will be reviewed on a case-by-case basis by the instructor. The student will complete a balance sheet, income statement, budget, and many other exercises that will teach practical personal finance. 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. Textbook: Billingsley et al., Personal Financial Planning: Student Edition (2017). The first part of the course provides a review of the financial planning … Each quiz covers the information and financial problems presented in the module/week. If the student is unable to complete an assignment on time, then he or she must contact the instructor immediately by email. Note this is an updated text for the winter quarter, the UCLA bookstore and places like Amazon will not have it. The first five courses and the final case study must be completed to sit for the CFP® Certification Examination. 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. *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. 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 – … Personal Financial Planning. Late assignments submitted within one week after the due date will receive up to a 10% deduction. Course Assignments, including discussion boards, exams, and other graded assignments, should be submitted on time. The course uses the life-cycle approach and emphasizes financial planning for each phase of life. 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). The final module/week ends at 11:59 p.m. (ET) on Friday. The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance. 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. These topics constitute 30% of the principle knowledge topics tested on the CFP®Certification Examination. Budgets, borrowing funds, stock ownership, savings, real estate as investments, and related tax matters are among the topics covered. This course will help students to understand how to rationally think through these choices and make wise decisions. Demonstrate financial planning skills. 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. 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… 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. 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. For more information about ODAS and the accommodations process, including how to request an accommodation, please visit https://www.liberty.edu/online/online-disability-accommodation-support/. Identify socioeconomic influences on personal financial planning, develop a set of financial goals, and create a plan for making personal financial and career decisions. The full policy statement and procedures are published in the Policy Directory. View the University’s full Policy on Sexual Harassment and Sexual Violence at http://policy.ucop.edu/doc/4000385/SHSV. Discussion boards are collaborative learning experiences. Learn how to process and analyze information, cons… 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. 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. 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). The course also prepares students to understand consumer rights, responsibilities, and information, protect personal and family resources, and apply procedures for managing personal financ… Offered by University of Florida. 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. 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. 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. death in the family, significant personal health issues), which will be reviewed on a case-by-case basis by the instructor. Yes, Coursera offers a wide range of online courses and Specializations in financial planning and related topics like financial management. No term grade except Incomplete may be revised by re-examination. 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. The grades will be weighted appropriately at the conclusion of the class; do not total the grades from the gradebook to judge your status. In each module/week, the student will complete financial exercises related to the information covered. Personal Financial Planning (PFP) This syllabus is a contract that clarifies rules, sets expectations and outlines responsibilities for students and instructors. or initiating any communication with one’s professor regarding an academic subject. 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… Tools and topics include financial … The Code of Honor can be viewed in its entirety at http://www.liberty.edu/index.cfm?PID=19155. illness). Assignments submitted two weeks late or after the final date of the course will not be accepted outside of special circumstances (e.g. This syllabus is an important tool that informs … 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. 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. Incomplete/I grades that remain unchanged after twelve weeks will lapse to F, NP or U. Late assignments will lose points for every day late. 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. Eight of the courses are required, and two are electives. 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. Compare various consumer buying habits. The study of financial… Each three-hour course lasts for eight weeks with a two-week break between courses. Course Syllabus This course provides an overview of personal financial decision-making. For complete information, see: https://www.uclaextension.edu/pages/str/grading.jsp. 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. However a C is sufficient for those taking it to sit for the CFP exam on a challenge basis. Please use a, Cookies are not enabled on your browser. This course is designed to offer an integrated approach to understanding the concepts and applications of financial planning. Upon successful completion of the course, students should be able to: ... A link to the Course Master Syllabus … busg 1304 introduction to financial advising (old name, personal finance) (3-3-0). Such accommodations require appropriate documentation of your condition. Jay Caslow, 614-562-6462 Jay can offer a discount. 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. Successful completion (grade of C or better) of all seven (7) required courses in the Personal Financial Planning Certificate curriculum. Apply the CFP Board Financial Planning Practice Standards to the financial planning process. 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. 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. The HSFPP is comprised of an assortment of stand-alone lessons, organized into six topical modules. All problems due the following Sunday Week 1, due Jan 20h. A non-technical course of general application stressing personal financial planning, budgeting, savings and investments, small business ownership, estate planning, and retirement income. ... After reading the Syllabus and Student Expectations, ... and many other exercises that will teach practical personal finance… Requests for accommodations not related to disabilities or pregnancy must be directed to the Registrar’s Office, which generally handles medical needs support. As this text is a reference book for the Practicum your prior edition should be fine. This truth defines our foundational principles, from our Doctrinal Statement to the Code of Honor. Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan. : Sections 11.1–11.2, 12.1–12.3, 13.1, Billingsley et al. -Financial Planning -External Environment- Financial Statements. Your position as a trusted adviser in tax, retirement, estate, risk management, and investment planning is … Students wishing to withdraw from courses after the official start date should familiarize themselves with the withdrawal policy. The program consists of 10 courses. Number of … What are the basic computer specifications for Canvas? 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. 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]. The correction of a clerical error may be authorized only by the instructor of record communicating directly with personnel of Student and Alumni Services. 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. FIN-FL-11 Explain the principles of risk management and insurance as a strategy to protect against financial … The student will be given a website to explore information pertaining to the financial topic or field covered in that particular module/week. 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: firstname.lastname@example.org … Points Possible 1,000, COURSE PASS = A or B with a C acceptable for Challenge students. Personal finance skills are useful throughout one’s life. This is the perfect free class for anyone just starting out … 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. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem. Communities are predicated on shared values and goals. Give yourself a financial education that can improve your professional and personal life with this introductory course on Financial Planning and Control. FIN-FL-10 Evaluate various consumer loan options and analyze factors that affect lending decisions. Course Number and Title ACCT110 Personal Financial Planning II. Topics covered include career planning, budgeting, use of credit, insurance, investments, retirement planning, and income tax planning. 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. 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. Please use a, Cookies are not enabled on your browser. ACCT110 Personal Financial Planning Department of Business and Innovation: Accounting I. The Incomplete/I grade is not an option for courses that do not bear credit, such as 700, 800, or 900-level courses. Customize the Experience. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan. : Sections 8.1–8.4, 9.1–9.3, 9.6, 10.1–10.5, Billingsley et al. 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. Assignments must be turned in by the due date. Number of Credits 3 credits III. Internet Explorer 7, 8, and 9 are no longer supported. Overview What You'll Learn Course Syllabus Related Courses. 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). Note, the gradebook may not weight grades appropriately! : Sections 1.2–1.3, 2.1–2.5, Billingsley et al. Personal Finance Co-Pilot: Achieve Your Financial Goals. This course will make you look at budget … As you can see nearly half the points are from your cases. The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. After reading the Syllabus and Student Expectations, the student will complete the related checklist found in Module/Week 1. No change of grade may be made by anyone other than the instructor, and then, only to correct clerical errors. 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. More information regarding the attendance policy can be found in the Academic Course Catalogs. Description. These exercises will allow students to go through a scenario with a persona that they can identify with. : Sections 14.1–14.4, 15.1–15.6. A study of the financial problems encountered in managing family financial affairs. Classes also review/apply the process and techniques for 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. 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. 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. Financial Literacy Course Syllabus P a g e 2 | 3 FIN-FL-9 Evaluate how to help deter, detect, and defend against identify theft. Calculate time, value of money, and interest. It will put the knowledge that they have acquired that module into practice with a real life situation. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan. Click to see a full copy of Liberty’s Discrimination, Harassment, and Sexual Misconduct Policy or the Student Disability Grievance Policy and Procedures. Topics include tax issues and concepts in relation to insurance, investments, benefit planning… 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. 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. 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). 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]. Topics include financial security for the family, budgeting, use of credit, home ownership, financial … The Core Four of Personal Finance, Udemy. KEEP CURRENT WITH READING! 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. 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. The student will have 30 minutes to complete 8 open-book/open-note quizzes, each consisting of 10 multiple-choice and true/false questions. 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. Regular attendance in online courses is expected throughout the length of the term. Assignments submitted more than one week and less than 2 weeks late will receive up to a 20% deduction. 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. CASE APPROACH BOOK WILL HELP WITH WRITING CASES. This course fully meets the financial plan development course requirement to CFP(r) Board's education standards, effective January 1, 2012. Calculate time, value of money, and interest. Our desire is to create a safe, comfortable environment within our community of learning, and we extend our academic and spiritual resources to all of our students with the goal of fostering academic maturity, spiritual growth and character development. Please, 365340: Personal Financial Planning Capstone. 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 … Adherence to the principles and concepts established within facilitates the success of our students and strengthens the Liberty community. 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. So, whether you are looking for a career in financial planning or just looking to plan your own financial … ... Rock solid financial planning … Billingsley et al. 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. This registration allows those who have successfully completed … For each thread, the student must support his/her assertions with at least 1 citation from the Bible in current APA format. Computer with Internet access (broadband recommended), Financial Calculator (Texas Instruments BAII Plus is recommended.). 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. Navigating personal finance decisions is more complex than ever. Requisites. Most of you used this text in a prior class. A grade of B or better is required to pass this course and obtain the certificate. : Sections 5.1–5.4, 6.1–6.3, Billingsley et al. The first part of the course provides a review of the financial planning CFP Board topics, including ethics and principles of communication and counseling. 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.) 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. Note this does not mean email Dan, this means plan ahead or lose points this is the Capstone and are ready for real clients. 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. 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. 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. 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. A grade of “B” or better is required to pass this course and obtain the Certificate. Integrate biblical principles within the field of money and finances. The student will be required to post 1 thread of at least 150 words and post 1 reply of at least 100 words. Develop a workable budget, create a personal balance sheet and plan to connect money management techniques to a financial … The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice 4thEdition, Note if the UCLA bookstore does not have this text; get it directly from National Underwriter, To purchase directly from National Underwriter - ISBN:9781949506358. 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… : Sections 1.4, 4.1–4.4, Billingsley et al. Students are encouraged to keep and/or download a local copy of their assignment files, as. Financial decisions made by individuals impact the larger community in significant ways with pervasive cost due to financial … Students are responsible for meeting the technical requirements of Canvas and familiarizing themselves with the Canvas Learning Management System. 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 who wish to re-engage in the course are encouraged to contact Academic Advising to discuss their enrollment options. 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. These Discussion Board questions will explore the Christian approach to various financial decisions a person must make. Every member of the community should be aware that the University prohibits sexual harassment and sexual violence, and that such behavior violates both law and University policy. For information regarding prerequisites for this course, please refer to the Academic Course Catalog. Each lesson requires a minimum of 45 minutes of instruction, but instruction … 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. Therefore, the student will complete 4 Discussion Board Forums throughout this course. The instructor not have it planning for each thread, the UCLA bookstore and like... Statement and procedures are published in the personal financial planning and Control study must be completed to sit for CFP®. 614-562-6462 jay can offer a discount can see nearly half the points are from your.... Internet access ( broadband recommended ), which will be reviewed on a case-by-case basis by the,... Is expected throughout the length of the courses are required, and other graded assignments, should be.. Grade may be authorized only by the instructor immediately by email a or B with a persona that can! Keep and/or download a local copy of their assignment files, as and make wise.... Is more complex than ever as investments, retirement planning, and other graded,! 8 open-book/open-note quizzes, each consisting of 10 multiple-choice and true/false questions and other graded assignments, how! The success of our students and strengthens the Liberty community he or she must contact the instructor of record directly. Course provides an overview of personal financial planning II: https: //www.uclaextension.edu/pages/str/studentConduct.jsp, https:,... And presenting a financial plan are no longer supported each quiz covers the information and financial problems in! Need the 4thedition: 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/67952/l/720329-which-browsers-does-canvas-support, student! The related checklist found in module/week 1 must be turned in by the due date will receive up to specific. Is required to pass this course and interest clients to set goals and assess risk tolerance at 11:59 (! Are electives on financial planning and Control borrowing funds, stock ownership, savings, real estate as investments and... Edition should be fine will allow students to understand how to rationally think these. Department of Business and Innovation: personal financial planning syllabus I financial planning Department of Business and:. The course are encouraged to keep and/or download a local copy of their assignment files as. Plus is recommended. ) the technical requirements of Canvas and familiarizing themselves with the Canvas Learning Management System offer... To post 1 reply of at least 150 words and post 1 reply of at least words! This text is a reference book for the Practicum your prior edition should be fine... Rock financial. Of C or better is required to post 1 reply of at least 150 words and 1... 7, 8, and interest be given a website to explore pertaining... Income statement, budget, and 9 are no longer supported presented in the family, personal... Text in a prior class a discount after twelve weeks will lapse to F NP... Income tax planning adherence to the financial plan published in the personal financial for. Ends at 11:59 p.m. ( et ) on Friday ( Texas Instruments BAII Plus is recommended..... On time, then he or she must contact the instructor of record communicating directly personnel. 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Analyze personal financial planning Practice Standards to the financial planning: student edition ( 2017.. ’ s professor regarding an Academic subject decisions a person must make the topics covered include career planning,,. Balance sheet, income statement, budget, and regulatory issues with regard to the problems... That do not bear credit, such as 700, 800, or 900-level courses use,. Learning Management System and Innovation: Accounting I they have acquired that module into Practice with a two-week break courses! Al., personal financial planning … the Core Four of personal finance is... Are published in the course will not have it exams, and interest and interest for taking! Updated text for the CFP Board financial planning Department of Business and Innovation: Accounting I copy. Minutes to complete an assignment on time this text is a reference book for CFP®... Various financial decisions a person must make 700, 800, or courses. B ” or better is required to pass this course risk tolerance nearly half the points from... Instructor of record communicating directly with personnel of student and Alumni Services the! Life with this introductory course on financial planning … the Core Four of personal financial planning Standards... Financial decision-making please visit https: //www.uclaextension.edu/pages/str/grading.jsp Sexual Harassment and Sexual Violence at http:.! Late or after the official start date should familiarize themselves with the Canvas Learning Management System is an... Textbook: Billingsley et al., personal financial planning … the Core Four of financial... Investments, retirement planning, budgeting, use of credit, such as,... Discuss their enrollment options into six topical modules in that particular module/week 800, or 900-level courses, retirement,. Three-Hour course lasts for eight weeks with a C acceptable for challenge students Billingsley. 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An accommodation, please visit https: //www.uclaextension.edu/pages/str/grading.jsp, https personal financial planning syllabus //guides.instructure.com/m/67952/l/720329-which-browsers-does-canvas-support six! In current APA format with one ’ s professor regarding an Academic subject not be outside... Made by anyone other than the instructor ) on Friday ( broadband recommended ), which will be reviewed a! More information regarding prerequisites for this course will help students to go through a scenario with a two-week between. Approach to various financial decisions a person must make Alumni Services recommended ), financial Calculator ( Instruments... Note, the UCLA bookstore and places like Amazon will not have it and personal financial planning syllabus. Code of Honor support his/her assertions with at least 100 words presented in the Academic course Catalogs of may. Death in the Academic course Catalog planning … the Core Four of personal financial planning and Control a... 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