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FFP 530: Fundamentals of Family Financial Planning

(3-0) Cr. 3. F.S.SS.


Introduction to the financial planning process and establishing client-planner relationships. Applied work in cash flow, credit and debt, income tax, insurance, investment, retirement and estate planning. Review of services provided to families, documentation required, ethics in financial planning, and Certified Financial Planner™ licensee responsibilities.

College of Human Sciences

http://catalog.iastate.edu/collegeofhumansciences/

...Dupont Circle, NW, Suite 530, Washington, DC 20036...graduate-programs/masters/mfcs-ffp/ * Financial and Housing...