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 wishing to take this class as part of the non-credit Professional Certificate in Financial Planning should register for PEPEC 350-90. 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.Â For additional information, please visit https://online.utah.edu/about-online-learning/