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.
| Date(s) | Day | Time | Location |
|---|---|---|---|
| 01/05/26 - 04/21/26 | Online |
Instructor: JASON FLOYD
This section is currently full.To add your name to our waiting list, please use our online form or call 801-585-9963.
Questions? Call Academic Programs at 801-585-9963 or use our online form.