NOTICE: Continuing Ed is open and waiting to hear from you. All staff are working remotely until January 11 and our physical office at 540 Arapeen is closed, but please give us a call at 801.581.6461 if you need immediate assistance.
Financial planning is the lifelong process by which individuals and households determine, pursue, and achieve financial goals. The principal mechanisms of personal financial planning include: responsible use of credit, investing and asset allocation, risk management, tax planning, retirement planning, and real estate planning. The course serves booth s an all-in-one primer in financial literacy and as a foundation for further course work for students who wish to become financial planning professionals.QI