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FIN 560 – Principles of Financial Planning (4)
Provides an overview of professional approach to personal financial planning. Topics included are client/planner interaction, financial statement development and analysis, time value of money, cash flow and debt management, risk management, education planning, retirement planning, tax planning, estate planning, special needs planning, business entity selection and taxation, economics and external environment study, ethics and practice standards of Certified Financial Planner. Formulates a comprehensive financial plan that best fits a client while following ethics and professional responsibilities. This course may be subject to Enforced Prerequisites that restrict registration into the course. Check the offerings below for more information.
For more information, contact OSU Ecampus at 800-667-1465 (option 1) or ecampus.ess@oregonstate.edu.
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Term | CRN | Sec | Cr | P/N | Instructor | Type | Status | Cap | Avail | WL Cap | WL Avail |
---|---|---|---|---|---|---|---|---|---|---|---|
Sp23 | 60375 | 400 | 4 | Varadharajan, L. | Online | Closed | 0 | -3 | 0 | 0 | |
Registration Restrictions Major Restrictions: +2063 (Corporate Finance) Recommended: BA 540 Campus Restrictions: +DSC (Dist. Degree Corvallis Student) | |||||||||||
Class Notes: Does not meet Graduate School's stand-alone requirement. This course requires online proctored testing, which may include testing fees and the use of security measures, such as a scan of your testing environment. Please carefully review online proctor test information at: https://ecampus.oregonstate.edu/services/proctoring . | |||||||||||
Syllabus: Available in Canvas to students enrolled in this course. Or download a sample syllabus. |
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Spring term starts April 3.
Summer term starts June 26.
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