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FIN-420: Introduction to Financial Planning

Indiana Wesleyan University
3 Credit Hours
Regular price
$900.00
Sale price
$900.00
Regular price
Unit price
per 

Pay now and coordinate with your school to see if your financial aid can count toward this course.

  • Class Start

    August 24, 2021

  • Class End

    October 04, 2021

  • Drop Day

    September 13, 2021

  • Term

    Fall 2021

  • Teacher

    TBD

  • Course Syllabus

    See Syllabus
FIN-420: Introduction to Financial Planning is offered online by Indiana Wesleyan University. The course introduces the principles of financial planning. The student will learn the financial planning process, how to analyze a client's situation, create financial and cash flow statements, and develop an appropriate strategy within a financial plan, via a case study written for this course. Additional topics include learning the CFP Code of Ethics, the role of financial institutions and their services, financing strategies, economic concepts, and the impact of business and consumer protection law. Throughout this course, the student will integrate biblical wisdom and the Virtuous Business Model into a review of personal financial planning.
Finance
Religion

Required Text

See Syllabus - to be provided by the teaching institution

This course information is provided by the relevant teaching institution and may reference requirements that are meant for full-time students at that institution.
If you purchase this course but do not begin it by the relevant drop date, we may cancel your enrollment and issue you a refund.

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Credit or Financial Aid

Need to get credit and/or coverage from financial aid for this course?
You are responsible for reaching out to your school directly for approval.

Commonly
asked questions

  • When is my course scheduled?

    FIN-420: Introduction to Financial Planning is scheduled to start on Aug 24, 2021 and ends Oct 04, 2021

  • Why do schools give Classfinder a discount?

    Classfinder with Frank leverages volume through partnerships to secure a greatly reduced rate while still maintaining the quality and transferability of the online courses.

  • How do I know if my college will approve my credits?

    When you sign up for an online course, Classfinder with Frank will send you information your college may require to approve your transfer credit request. You will be responsible for sending that information to your college and/or advisor. Most colleges have their own specific forms and requirements, so be sure to check with your college and/or advisor. If your transfer credit is not approved, you have until the course drop date to get a full refund.

  • How many transfer credits will my college approve?

    Every school has its own policy regarding the number of transfer credits a student may apply to a degree. You’ll earn 3 Undergraduate Credits from the teaching institution upon course completion.

  • When do I pay for my course?

    Classfinder with Frank charges your credit card at the time of purchase. You will have up until the Sep 13, 2021 to request a refund. Each course drop date is different, so please be sure to mark your calendar.

  • Can I use my college financial aid towards my classes?

    Frank sends you information for you to provide your financial aid office so they can evaluate the potential for a reimbursement.

  • What is the deadline to enroll in a class?

    The deadline to enroll for FIN-420: Introduction to Financial Planning is Aug 10, 2021 You must be enrolled before that date.