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Course Descriptions

Personal Financial Planning Prefix: PFP

PFP 348 Fundamentals of Financial Planning (3)

This course introduces students to the fundamental issues of personal financial planning. It is designed to provide students with an understanding of the concepts of the financial planning process, the economic environment, the time value of money, the legal environment, financial analysis, and ethical and professional considerations in financial planning.

PFP 350 Income Tax Planning (3)

This course introduces students to the application of income tax planning in personal financial planning. It is designed to provide students with an understanding of the concepts of the fundamentals of income taxation, tax computations and concepts, tax planning, and hazards and penalties.

PFP 410 Insurance Planning (3)

This course introduces students to the application of insurance planning and risk management in personal financial planning. It is designed to provide students with an understanding of the concepts of identification of risk exposure, legal aspects of insurance, property and liability policy analysis, life insurance policy analysis, health insurance policy analysis, employee benefits, social insurance, insurance regulation, and principles of insurance taxation.

PFP 412 Investment Planning (3)

This course introduces students to investment planning in the personal financial planning process. It is designed to provide students with an understanding of the concepts of investment regulation, client assessment, investment theory, environment and financial markets, strategies and tactics, modern portfolio theory, and integration.

PFP 414 Retirement Planning and Employee Benefits (3)

This course introduces students to the application of retirement planning and employee benefits in personal financial planning. It is designed to provide students with an understanding of the concepts of the ethical considerations, social security and Medicare benefits, retirement plan types, qualified plan characteristics, distributions and distribution options, group insurance benefits, other employee benefits, and analysis of retirement factors.

PFP 416 Estate Planning (3)

This course introduces students to the application of estate planning in personal financial planning. It is designed to provide students with an understanding of the concepts of the fundamentals of estate planning, estate planning considerations and constraints, tools and techniques for general estate planning, and the tools and techniques for special estate planning situations.

PFP 499 Financial Plan Development Capstone

This course will integrate the material in all other PFP classes. Students will take this course only when they have finished all other PFP courses successfully. This course will be structured as a casework course and the cases used will closely reflect the types of cases students may encounter both as financial planners and as part of their CF ® Certification. Prerequisites: PFP 348, 350, 410, 412, 414, and 416. (Offered in Spring B and Fall B terms only).

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