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3500 Old Main Hill
Logan, UT 84322-3500

Phone: 435.797.2272
Fax: 435.797.2399
Email: huntsman@usu.edu

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PFP Courses

PFP 1050

Introduction to Personal Financial Planning – 1-3 credits
Introduction to concepts of financial planning for individuals. Taught only as a special extension course as requested.

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) Taught: Sp

PFP 5060

Personal Financial Planning and Advising – 3 credits
Fundamental concepts and principles of personal financial planning for individuals.
Semester(s) Taught: F

PFP 5070

Retirement Planning – 3 credits
Concepts and principles of retirement planning, including retirement and benefit plans, deferred compensation, and investments
Semester(s) Taught: Sp

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.
Semester(s) Taught: Sp

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.
Prerequisites: may be taken concurrently): ACCT 3410; BA 3460 or 4460; PFP 5060/6060, 5070/6070, 5080/6080

PFP 6060

Personal Financial Planning and Advising – 3 credits
Fundamental concepts and principles of personal financial planning for individuals.
Semester(s) Taught: F

PFP 6070

Retirement Planning – 3 credits
Concepts and principles of retirement planning, including retirement and benefit plans, deferred compensation, and investments.
Semester(s) Taught: Sp

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.
Semester(s) Taught: Sp

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.
Prerequisites: may be taken concurrently): ACCT 3410; BA 3460 or 4460; PFP 6060/5060, 6070/5070, 6080/5080

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) Taught: F,Sp