FI 160 Introduction to Financial Planning
Golden Gate University
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(Disabled between course offerings)
|
Week |
Date |
Topic |
Chapter |
|
1 |
5/6 |
Overview and Introduction |
1, 5, 18, 19 |
|
1 |
5/6 |
Internal and external analysis |
2, 3 |
|
1 |
5/6 |
Personal Financial Statements |
4 |
|
2 |
5/13 |
Time Value of Money |
6 |
|
3 |
5/20 |
Investments |
7, 12 |
|
4 |
5/27 |
Insurance and Midterm |
8, 9, 10 |
|
5 |
6/3 |
Taxes |
13, 14 |
|
6 |
6/10 |
Retirement |
11, 15, 16 |
|
7 |
6/17 |
Estate Planning |
17 |
|
8 |
6/17 |
Final |
|