Jun 01, 2026  
2023-2024 Undergraduate Catalog 
    
2023-2024 Undergraduate Catalog [ARCHIVED CATALOG]

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ACC 356 - PRINCIPLES FOR THE FINANCIAL PLANNER


Gatton College of Business and Economics

Credit(s): 3

This course introduces the principles of financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. Tools and topics include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, and retirement and estate planning. This class does not count as an accounting elective for the accounting major.

Prereq: The student must have completed 60 hours of college credit courses.
Approved for Distance Learning.



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