INTRODUCTION TO FINANCIAL PLANNING

Prerequisites & course information

Requisites: Graduate/professional standing Course Designation: Grad 50% - Counts toward 50% graduate coursework requirement Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Describe the relationship between federal, state, and local government finance (fiscal federalism) and state constraints on local fiscal policy. Audience: Graduate 2. Explain the use of financial analysis in local decision making. Audience: Graduate 3. Explain property tax administration and its public policy context. Audience: Graduate 4. Summarize fundamental concepts of local infrastructure finance, bonds, and debt. Audience: Graduate 5. Apply basic financial and mathematical analysis of the time value of money. Audience: Graduate 6. Apply alternative fiscal planning techniques in developing policy and reviewing development proposals. Audience: Graduate 7. Evaluate policies to reduce racial and income disparities in the provision of public services. Audience: Graduate 8. Critique professional ethics in the context of social justice and equity concerns. Audience: Graduate Learning Outcomes: 1. Describe the relationship between federal, state, and local government finance (fiscal federalism) and state constraints on local fiscal policy. Audience: Graduate 2. Explain the use of financial analysis in local decision making. Audience: Graduate 3. Explain property tax administration and its public policy context. Audience: Graduate 4. Summarize fundamental concepts of local infrastructure finance, bonds, and debt. Audience: Graduate 5. Apply basic financial and mathematical analysis of the time value of money. Audience: Graduate 6. Apply alternative fiscal planning techniques in developing policy and reviewing development proposals. Audience: Graduate 7. Evaluate policies to reduce racial and income disparities in the provision of public services. Audience: Graduate 8. Critique professional ethics in the context of social justice and equity concerns. Audience: Graduate