BU 215 - Financial Planning

Instructor: General Robert M. Moreschi
Location: Maury-Brooke 202
Date/Time: Monday-Friday 7:30-9:30am
Credit Hours: 3

A study of the fundamental principles of financial decision making. Overview of money management principles, to include asset management, investment products and planning, personal risk assessment, and insurance. Open to all majors. Note: This course cannot be taken by EC/BU majors or business minors as a business elective. EC/BU majors and minors will receive free elective credit.

Textbook: Billingsley, Gitman, and Joehnk. 2025. Personal Financial Planning. 16th edition. Boston, MA: Cengage (or earlier editions as applicable). Prerequisite(s): Completion of 6 hours of math at VMI or equivalent.