
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.
This noncredit class meets with a regular University of Utah credit course. Students can purchase any assigned hardcopy textbooks through our Campus Bookstore.
Questions? Call Academic Programs at 801-585-9963 or use our online form.
This course is recommended for students interested in pursuing the Professional Certificate in Financial Planning (non-credit) who do not have experience in the financial industry. It is NOT one of the six required classes to earn the certificate. Find out more at https://continue.utah.edu/proed/academy/certificate/financial-planning-certificate. This is an online course, which does not have a specific meeting time or location throughout the semester. For additional information, please visit https://online.utah.edu/about-online-learning/
| Date(s) | Day | Time | Location |
|---|---|---|---|
| 05/11/26 - 07/29/26 | Online |
Instructor: JASON FLOYD
This course is a prerequisite for the noncredit Professional Certificate in Financial Planning for those who have no experience in the financial industry, and it is open to anyone who wants to learn basic concepts of financial planning. Find out more at https://continue.utah.edu/proed/academy/certificate/financial-planning-certificate
| Date(s) | Day | Time | Location |
|---|---|---|---|
| 08/24/26 - 12/10/26 | MW | 11:50 am -1:10 pm | LANGUAGE & COMMUNICATION BLDG 1100 |
Instructor: JASON FLOYD
This is an online course, which does not have a specific meeting time or location throughout the semester. For additional information, please visit https://online.utah.edu/about-online-learning/
| Date(s) | Day | Time | Location |
|---|---|---|---|
| 08/24/26 - 12/10/26 | Online |
Instructor: VIVEKANANDA DAS
Questions? Call Academic Programs at 801-585-9963 or use our online form.