Financial Skills For Life
Professional Education

This summer, in light of the COVID-19 crisis, Professional Education will be offering all class offerings online. We will be using the platform Canvas to hold these classes. You will get access to the class Canvas page 2 business days before the class date. If you have any questions or concerns, please contact us via email at ProEd@continue.utah.edu

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 both 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.

This class is part of the following Professional Education certificate program:
Professional Certificate in Financial Planning