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Apr 06, 2026
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FIN 450 - Fundamentals of Financial Planning and Insurance
Units: 3
Introduction to personal financial planning concepts and insurance. There are quantitative applications of time value of money, personal financial statements, personal budgeting, and federal tax calculations. The course further includes ethics and retirement planning.
Possible Instructional Methods: On-ground, or Hybrid, or Online-Asynchronous, or Online-Synchronous.
Grading: A-F grading only.
Course Typically Offered: Fall ONLY
Student Learning Outcomes - Upon successful completion of this course students will be able to:
- Understand financial planning process (B.7)
- Analyze financial statements (B.8); cash flow management (B.9)
- Apply financing strategies and debt management (B.10); gift/income tax strategies (B.16)
- Integrate education needs analysis (B.13); education savings vehicles (B.14); education funding (B.15) into the financial planning process
- Use time value of money concepts to compute costs and savings (B.11)
- Understand economic and external environment concepts (B.12)
- Understand principles of risk and insurance (C.17); analysis and evaluation of risk exposures (C.18)
- Interpret health insurance and health care cost management (individual and group) (C.19); disability income insurance (individual and group) (C.20); long-term care insurance and long-term case planning (individual and group) (C.21); life insurance (individual and group) (C.23)
- Analyze qualified and non-qualified annuities (C.22)
- Use business owner insurance solutions (C.24); insurance policy and company selection (C.26)
- Apply insurance needs analysis (C.25)
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