PFP 1050
Introduction to Personal Financial Planning – 1-3 credits
Introduction to concepts of financial planning for individuals. Taught only as a special extension course as requested.
PFP 5060
Personal Financial Planning and Advising – 3 credits
Fundamental concepts and principles of personal financial planning for individuals.
Semester(s) Taught: F
PFP 5070
Retirement Planning – 3 credits
Concepts and principles of retirement planning, including retirement and benefit plans, deferred compensation, and investments
Semester(s) Taught: Sp
PFP 5080
Estate Planning – 3 credits
Concepts and principles of estate planning for individuals, including goal identification, data gathering, forms of property ownership, documents, probate, and transfer taxes.
Semester(s) Taught: Sp
PFP 5090
Personal Financial Plans – 3 credits
Capstone course in personal financial planning. Knowledge from other financial planning courses used to prepare comprehensive personal financial plans.
Prerequisites: may be taken concurrently): ACCT 3410; BA 3460 or 4460; PFP 5060/6060, 5070/6070, 5080/6080
PFP 6060
Personal Financial Planning and Advising – 3 credits
Fundamental concepts and principles of personal financial planning for individuals.
Semester(s) Taught: F
PFP 6070
Retirement Planning – 3 credits
Concepts and principles of retirement planning, including retirement and benefit plans, deferred compensation, and investments.
Semester(s) Taught: Sp
PFP 6080
Estate Planning – 3 credits
Concepts and principles of estate planning for individuals, including goal identification, data gathering, forms of property ownership, documents, probate, and transfer taxes.
Semester(s) Taught: Sp
PFP 6090
Personal Financial Plans – 3 credits
Capstone course in personal financial planning. Knowledge from other financial planning courses used to prepare comprehensive personal financial plans.
Prerequisites: may be taken concurrently): ACCT 3410; BA 3460 or 4460; PFP 6060/5060, 6070/5070, 6080/5080
PFP 6560
Business Law and Professional Responsibilities – 3 credits
Examines the ethical and legal responsibilities of business professionals. Includes the application of law to business organizations, contracts, government regulation of business, and the uniform commercial code.
Semester(s) Taught: F,Sp