FINC 3030 - Principles of Financial Planning & Risk Management

3 hours

Prerequisites: FINC 3020 with a grade of “C-” or better.
A course designed to provide students with the fundamental concepts of the financial planning process and approaches to risk management. Topics include personal financial planning, general economics principles, debt and financing strategies and client counseling approaches addressing attitudes, values, and behavioral issues in financial planning, risk tolerance, savings, and investing. Additionally, risk management strategies and insurance planning is an integral component of the course exploring risk exposure analysis and insurance principles, use of property and casualty coverage, health and disability income coverage, life insurance and annuities products, business insurance and insurance policy provisions, exclusions, and company selection.