Apr 23, 2024  
2020-2021 Undergraduate Catalog 
2020-2021 Undergraduate Catalog [ARCHIVED CATALOG]

Add to Portfolio (opens a new window)

PFP 310 - Introduction to the Financial Planning Profession

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).

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:

Anticipated Course Offering Terms and Locations:

Add to Portfolio (opens a new window)