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

Anticipated Course Offering Terms and Locations: