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First Semester

PFP 5371. Fundamentals of Personal Financial Planning.  Focus on the financial planning process and the profession, including the study of cash management, time value of money, education funding, and other planning areas.

ACCT 5311. Individual Study in Accounting.  Course introduce students to the Federal tax system while providing  the skill sets necessary to apply the appropriate tax law concepts to various income and estate tax situations.  Course serves also to expose students to some of the types of problems and issues that face tax professionals.

Second Semester

PFP 5362. Fundamentals of Asset Management.  Investment management concepts in a personal financial planning context; client goals, expectations, and risk tolerance; capital markets; investment alternatives; security valuation; risk assessment; and portfolio management concepts.

PFP 5394. Retirement Planning.  PFP major only, dual degree student, or consent of instructor. Advanced studies in retirement planning covering retirement plans in the corporate setting, personal retirement planning, and retirement income strategies.

Third Semester

PFP 5372. Wealth Management.  Theory and practice of wealth management to include concepts of modern portfolio design and implementation, tax management, behavioral finance, product evaluation and selection, and regulatory issues.

PFP 5497. Risk Management and Insurance Planning.  Explores risk management theory, personal risk analysis, and financial loss prevention with private insurance.

Fourth Semester

PFP 5398. Estate Planning.  Application of estate planning methodologies and policies to personal financial planning.

PFP 5377. Client Communication and Counseling.  Students will explore and apply theory, counseling fundamentals, and communication techniques for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.

Fifth Semester

(PFP Certificate students finish with PFP 5373 only)

PFP 5373. Personal Financial Planning Capstone.  Techniques and methods for utilizing financial planning practice standards in the development of comprehensive financial plans for clients.

PFP 5350. Individual Tax Planning Topics.  Studies legal research skills and the impact of federal and state tax regulations on personal financial planning decisions.

Sixth Semester

PFP 5380. Professional Technology in Personal Financial Planning.  Advanced studies in professional software packages for financial planning and investment portfolio applications.

And/or Charitable Planning Elective (PFP 5325 or 5327)

Seventh Semester

Elective (see list below)

Guided Elective (Special Topics: Practice Management)


PFP 5175. Special Topics in Personal Financial Planning .  Study of special topics in personal financial planning. May be repeated for up to 6 hours when topics vary. This is a pass/fail course.

PFP 5210. Professional Field Experience.  Supervised attendance and participation in professional conferences, tours of professional practices, and seminars focusing on professional issues. May be repeated for up to 4 hours credit. This is a pass/fail course.

PFP 5325. Introduction to Charitable Giving.  Introduces students to the techniques of charitable planning as viewed from the perspective of donors, financial planners, and fundraising professionals.

PFP 5326. Advanced Charitable Planning.  Review of sophisticated charitable planning techniques with a special emphasis on creative uses of private foundations, donor advised funds, charitable remainder trusts, and advanced charitable estate planning techniques.

PFP 5327. Charitable Giving: Research, Theory and Marketing.  Review of research findings and theoretical models of charitable giving from the academic literature. Focuses on determinants and motivations in charitable giving with an emphasis on applying these findings in a professional context for financial advisors and fundraising professionals.

PFP 5379. Business Practices and Entrepreneurship in PFP.  Provides a global introduction to the process of creating, developing, and managing a successful financial planning practice. Students will create a business and marketing plan, using real industry data and techniques as a case study for profitable practices.

PFP 5385. Behavioral Finance from a Personal Financial Planning Perspective.  Introduces concepts in behavioral finance that relate to an individual’s decision making within the area of personal financial planning.

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