PFP624
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PFP624 - Fundamentals of Family Financial Planning (3 cr)
School of Consumer SciencesHE - Health and Human Sciences
Subject Code
PFP
Course Number
624
Course Title
Fundamentals of Family Financial Planning
Course Description
This course provides an overview of family financial planning by integrating concepts and issues with planning and counseling applications. Students will be introduced to the key concepts of family financial planning, including: insurance, tax, investments, retirement, and estate planning. The family financial planning process is introduced with an emphasis on the integration and application of concepts in meeting individual and family financial goals and objectives. Other topics presented include an ethics overview, compensation trends within the industry, and regulatory frameworks.
Minimum Units
3
Maximum Units
3
Repeatable
No
Course Typically Offered
Fall, Spring, Summer