Financial planning refers to the process of managing personal finance for individuals and families. It covers personal budgets, income and expenses, personal taxation, insurance, real estate, investments, estate planning and retirement planning. The role of a financial planner is to evaluate one's financial condition, objectives, constraints and obligations with both short-term and long-term perspectives. The financial plan must be flexible and prepared for the sole benefit of the client and heirs. Ethics are paramount in the field of financial planning.
The Financial Planning program is designed for students seeking to enter or further their career as a financial planner or investment advisor. Students will be exposed to key elements of financial planning including estate planning, investments, taxation, real estate, and insurance.
According to the U.S. Bureau of Labor Statistics, employment of financial analysts is expected to grow at a rate of 13% between 2006 and 2016. Changes in the economic climate will further increase demand.
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