Nov 26, 2024  
2024-2025 Graduate Catalog 
    
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2024-2025 Graduate Catalog
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PFP 624 - Fundamentals of Family Financial Planning

Credits: 3

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.

Repeat for Credit
N

Typically Offered
Fall, Spring and Summer


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