UW Platteville Curriculum Adoption

UW Platteville Curriculum Adoption

This course material introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client's risk while achieving goals through savings and investments. Topics include life, health, disability and long-term care as well as property, Social Security and personal liability insurance. In addition, the course covers time value of money, education and retirement funding. 

This includes the following textbooks:

  • Fundamentals of Financial Planning, 6th Edition.                                           ISBN:   978-1-946711-64-9
  • Insurance Planning, 7th Edition.                                                                   ISBN: 978-1-946711-31-1
  • Financial Calculator Essentials.                                                               ISBN-10:  0-9820884

This course material introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.

Textbook included:

  • Investment Planning: Concepts and Strategies, 2nd Edition.
    ISBN:   978-1-946711-66-3