Personal Financial Planning

FIN 4240 3 Semester Hours
Course Level CPS - Undergraduate Semester
Description Focuses on the logic, concepts, tools, and applications of financial planning for retirement, estate planning, and financial risk management. Forecasts and analyzes various financial needs such as retirement income, health and insurance protection, dependent protection projections, etc., and utilizes investment vehicles to develop a financial plan to meet the forecast needs. Intended for those planning careers in personal financial advising in one of the various financial services environments.


Students should refer to the CPS Prerequisite Table for course prerequisite and corequisite information.


Course Sections

Section 01
CRN 40078
View Syllabus Download
Session Spring 2018 CPS Semester - Full Term
Class Meeting Dates 01/08/2018 to 04/28/2018
Instructor Heidi Kilmer
Campus Online Campus
Course Format Online
Costs Course Cost: View Tuition Rates | Books: Visit NU Bookstore Site
Next Term Starts
  • Winter Graduate
    Jan 8, 2018 (6- and 12-week classes)
    Feb 19, 2018 (6-week classes)

Academic Calendar

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