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Course Criteria
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1.00 Credits
(1:1:0) Prerequisite: varies, depending on topic; PFP major. Study of special topics in personal financial planning. May be repeated for up to 6 hours when topics vary. F , S.
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3.00 Credits
(3:3:0) Introduces students to the techniques and tax laws of charitable planning.
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3.00 Credits
(3:3:0) Prerequisites: PFP 3301, 3321, 3341, 3361, and 3381. Students are ex-pected to develop a sound financial plan; analyze information; justify financial decisions; and describe the process used to track, evaluate, and adjust financial plans to meet goals.
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3.00 Credits
(3:3:0) Prerequisites: 2.8 GPA; PFP 3374, 3376, 3378, 3398, 3399, 3497 with a grade of C or higher. Prerequisites or corequisites: PFP 3330, 3350, 4376 with a grade of C or higher. Integrates the financial planning content areas into the development of comprehensive financial plans. Coursework includes case studies and work with clients. F, S.
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3.00 Credits
(3:3:0) Prerequisite: 2.8 GPA; PFP 3376 with a grade of C or better. Theory and practice of asset allocation, along with analysis of mutual funds, ETFs, and variable annuities using industry leading software. F, S.
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3.00 Credits
(3:1:6) Prerequisite: PFP 3330, 2.8 GPA and consent of instructor. Supervised experience designed to prepare the student for a career in financial planning/counseling. May be repeated once for credit. F, S.
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3.00 Credits
(3:3:0) Prerequisite: 2.8 GPA. Prerequisite or corequisite: PFP 4370 with a grade of C or higher. Advance coursework in professional software packages for financial planning and investment portfolio applications. F, S.
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3.00 Credits
(3:3:0) Prerequisites: 2.8 GPA, PFP 4376 with grade of B or higher. Students will work with issues regarding the blending of client risk tolerance investment objectives and holding periods into a successfully conceived investment plan. F¿, S.
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1.00 - 6.00 Credits
(V1-6) Prerequisite: Consent of instructor. Individual study or research under the guidance of a personal 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) Prerequisite: PFP major. An introductory course to the graduate PFP major. Topics will include advising, study techniques, involvement in the program and profession, academic integrity, professionalism, student motivation, and networking.
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