PFP Courses

PFP 3460 - Fundamentals of Personal Investing - 3 credits

Examination of investment vehicles available to personal investor. Principal emphasis on corporate and government securities. Credit cannot be used toward requirements for finance major.

Semester(s) Traditionally Offered: Spring

PFP 5060 - Personal Financial Planning and Advising - 3 credits

Fundamental concepts and principles of personal financial planning for individuals.

Cross-listed as: PFP 6060.

Semester(s) Traditionally Offered: Fall

PFP 5070 - Retirement Planning - 3 credits

Concepts and principles of retirement planning, including retirement and benefit plans, deferred compensation, and investments.

Cross-listed as: PFP 6070.

Semester(s) Traditionally Offered: Spring

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.

Cross-listed as: PFP 6080.

Semester(s) Traditionally Offered: Spring

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.

Prerequisite/Restriction: ACCT 3410; PFP 3460 or FIN 4460; PFP 5060/PFP 6060, PFP 5070/PFP 6070, PFP 5080/PFP 6080 (all prerequisites may be taken concurrently).

Cross-listed as: PFP 6090.

PFP 6060 - Personal Financial Planning and Advising - 3 credits

Fundamental concepts and principles of personal financial planning for individuals.

Cross-listed as: PFP 5060.

Semester(s) Traditionally Offered: Fall

PFP 6070 - Retirement Planning - 3 credits

Concepts and principles of retirement planning, including retirement and benefit plans, deferred compensation, and investments.

Cross-listed as: PFP 5070.

Semester(s) Traditionally Offered: Spring

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.

Cross-listed as: PFP 5080.

Semester(s) Traditionally Offered: Spring

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.

Prerequisite/Restriction: ACCT 3410; PFP 3460 or FIN 4460; PFP 6060/PFP 5060, PFP 6070/PFP 5070, PFP 6080/PFP 5080 (all prerequisites may be taken concurrently).

Cross-listed as: PFP 5090.

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) Traditionally Offered: Fall, Spring