Financial Planning is that process which integrates all aspects of both current and future fiscal well-being for an individual and his or her family and heirs. Understanding how money grows through the power of compounding, how to evaluate different investment options and how to plan for life events such as childrens’ education or retirement are critical to one’s financial “fitness”. Very often, an accredited financial planner can lead one to getting the maximum utility and fulfillment from those assets that he or she has accumulated.

The Chapters in this course will aid you in understanding why it is important to have a financial plan, why a financial planner is important and how best to select a planner that matches your needs. There are a number of Chapters intended to serve as a primer on retirement plans for small and medium sized businesses, as well as an introduction to education planning options and family finance basics.