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Course Criteria
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3.00 Credits
(3:3:0) Prerequisite: 2.8 GPA; PFP 2310, ENGL 2311 with a grade of C or better; PFP 2315 with a grade of C or better (concurrent enrollment allowed). A foundation course in personal risk management and employee benefits. F¿, S.
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3.00 Credits
(3:3:0) Prerequisite: 2.8 GPA; PFP 2310, 2315, MATH 2345 with a grade of C or higher. Focuses on the theory and practice of personal asset allocation planning with a special emphasis on the basic tools, techniques, and methodologies employed by financial planners. Topics covered include basic security valuation and analysis, capital markets, investment alternatives, fundamentals of portfolio design, money management process, client goals and expectations, regulation of financial advisors, and financial planning issues in asset management. F, S.
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3.00 Credits
(3:3:0) Prerequisite: 2.8 GPA; Consent of instructor. Supervised experience designed to prepare the student for a career in financial planning/counseling.
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3.00 Credits
(3:3:0) Focuses on the fundamentals of personal investing to meet financial goals, including cash management, investing terminology, risk and return, tax implications of investments, stocks and bonds, mutual funds and exchange traded funds, portfolio management, and retirement income management.
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3.00 Credits
(3:3:0) Prerequisite: 2.8 GPA; PFP 2310, 2315, ENGL 2311 with a grade of C or higher. Explores the use of life insurance, health insurance, and annuities in personal financial planning, with an emphasis on advanced planning techniques. F.
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3.00 Credits
(3:3:0) Prerequisite: PFP 3374, 3375, 3376, 3378, and 3497 with a grade of C or higher (can be taken concurrently); 2.8 GPA. Preparation for internship experience. Busi-ness models, back office and staffing. Includes 30 hours of volunteer service work with VITA to give students client experience before internships. S. (Writing Intensive)
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0.00 - 3.00 Credits
(3:1:6) Prerequisite: 2.8 GPA, PFP 3398 with a grade of C or higher. Supervised intern experiences in established career-related positions. May be repeated for credit. SS.
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4.00 Credits
(4:4:0) Prerequisite: 2.8 GPA; PFP 2310, 2315, ENGL 2311 with a grade of C or better. Explores the use of risk management, including property and casu-alty insurance in personal financial planning.
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1.00 - 6.00 Credits
(V1-6) Prerequisite: 2.8 GPA and consent of instructor. Individual study or research under the guidance of a family financial planning faculty member to enhance the degree program. May be repeated for up to 6 hours credit. F, S.
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1.00 Credits
(1:1:0) For nonmajors only. Introduces financial planning issues that emerge when starting a career, including salary negotiations, employee benefits, and the impact of taxation.
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