Personal Financial Planning

The Personal Financial Planning concentration provides students with the necessary background to sit for the exam to become a CERTIFIED FINANCIAL PLANNER™ Professional.

Certificate for Personal Financial Planning

Course Schedule

Confirm class availability. Syllabi is available for most current classes.

Fall 1 Start –  Course Listing

FI 325 – Risk and Insurance

An introduction to the basic principles of insurance and risk management from the perspective of the individual and family consumer; consideration is given to business risk management.

Fall 2

FI 370 – Investment Planning

Overview of various investment alternatives, selection criteria, portfolio management, and financial markets. Emphasis on economic environment, fundamental and technical analysis, sources of information, and the efficient markets concept for risk management.

Spring 1

AC 309 – Individual Income Tax

A study of federal income tax law and application as it applies to individuals.

Spring 2

FI 419 – Retirement and Employee Benefit Planning

A course that provides an in depth exploration of two important aspects of financial planning. Students will learn the various alternatives available in planning for retirement, including qualified and non-qualified retirement plans and social security. Additional topics of study are the advantages and costs of employee benefit plans, including non-pension benefits. Healthcare planning, Medicare and ethical issues will be included.

Summer

FI 420 – Estate Planning

A course that allows students to apply estate planning in personal financial planning. This course 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.

Fall 1

FI 423 – Professional Financial Planning

This course centers around the principles, concepts, ethics and applications of financial planning for the professional planner working with individuals, families or businesses. Analytical procedures will be taught and cases used to illustrate the determination of financial goals, appropriate produce selection, and planning process implementation necessary to accomplish goals.

Fall 2

FI 424 – Personal Financial Planning Capstone

FI 424 will be a continuation of the comprehensive written financial plan started in FI 423 , with emphasis on a comprehensive understanding of content in the PFP curriculum,  including retirement planning and estate planning. The student will complete case studies and continue development of the sections of the written financial plan related to content areas covered in the course. The student will submit a comprehensive written financial plan for evaluation by the course instructor. In addition, the student will orally present a summary of the plan for evaluation.

Spring 1 Start –  Course Listing

• Spring 1
  FI370, Investment Planning
• Spring 2
  FI419, Retirement and Employee Benefit Planning
• Summer
  AC309, Individual Income Tax
• Fall 1
  FI325, Risk and insurance
• Fall 2
  FI420, Estate Planning
  NOTE: Student has completed all courses except FI380 for AFC certification
• Spring 1
  FI423, Professional Financial Planning
• Spring 2
  FI424, Personal Financial Planning Capstone

Spring Terms start in January and March, Summer in June and Fall terms in August and October.