FIN 320 - Introduction to Financial Planning

  • 3 credits
  • Online

Personal financial planning including budgeting, tax planning, credit management, investing, retirement, and estate planning.

This course has online exams that require a proctor. Exams may be taken only at the University Testing Center at Colorado State University, or through ProctorU, an online proctoring service.


ACT 210 (Introduction to Financial Accounting); ECON 202 (Principles of Microeconomics (GT-SS1)).

Textbooks and Materials

Textbooks and materials can be purchased at the CSU Bookstore unless otherwise indicated.


  • Personal Financial Planning Theory and Practice, 8th Ed. (2014)
    Kaplan Schweser Publishers