Mar 28, 2024  
2018-2019 Undergraduate Catalog 
    
2018-2019 Undergraduate Catalog [ARCHIVED CATALOG]

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PFP 310 - Introduction to the Financial Planning Profession


Description:
Introduces the processes appropriate for entry into the personal financial planning (PFP) profession. Provides an overview of the skills and knowledge sets required to be a PFP professional including an outline of business models and practice management issues within the industry. Course will be offered every year (Fall and Spring).

Prerequisites:
Prerequisite: ECON 130 or MATH 130 or BUS 221 or MATH 153 with a C- or higher.

Credits: (5)

Learner Outcomes:
Upon successful completion of this course, the student will be able to:

  • Explain the Fitness Standards for Professional Financial Planner Candidates and Registrants
  • Explain the Code of Ethics and Professional Responsibility for CFP Professionals
  • Describe the Prqactice Standards employed during the financial planning process
  • Discuss the fiduciary standard and its importance to financial planning
  • Diagram the personal financia planning process
  • Prepare statements of financial positions and cash flows
  • Evaluate financial statements using ratios and growth rates.
  • Analyze cash inflows and outflows related to a current financial needs and long-term financial goals
Learner Outcomes Approval Date:
11/16/17



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