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Institute of Personal Financial Planning

Courses

The program consists of 30 semester credit hours. Students entering the program without the CFP® designation or a time value of money course will be required to take PFP 624 Fundamentals of Family Financial Planning or an equivalent course as a prerequisite.

Choose two of the three tracks (total credit hours must equal or exceed 30):

CourseCourse NameCredit Hours
For course descriptions, go to the course catalog, select "PFP" under the "Prefix" drop-down menu, and click "Filter" on the right-hand side of the page.
Personal Financial Planning (18 credit hours)
PFP 760Retirement Planning for Families3
PFP 762Investing for the Family's Future I3
PFP 766Insurance Planning for Families3
PFP 772Personal Income Taxation3
PFP 764Estate Planning3
PFP 836Financial Planning Case Studies3
Financial Therapy (12 credit hours)
PFP 768Introduction to Financial Therapy3
PFP 769Money and Relationships3
PFP 770Applied Behavioral Finance3
PFP 771Financial Therapy Theory and Research3
Advanced Financial Planning (12 credit hours)
PFP 675Field Study in Family Economics1-3
OR  
PFP 835Professional Practices in Family Financial Planning3
AND
PFP 860Advanced Retirement Planning Issues3
PFP 864Advanced Estate Planning Issues3
PFP 909Topics in Personal Financial Planning1-3
Students who choose to combine the Financial Therapy and Advanced Financial Planning tracks must choose 2 of the following courses (6 credit hours)
PFP 675Field Study in Family Economics1-3
PFP 808Research Application in Personal Financial Planning1-8
PFP 835Professional Practices in Family Financial Planning3
PFP 836Financial Planning Case Studies3
CNRES 751Conflict Resolution: Core Skills and Strategies3
GERON 605Practicum in Gerontology1-3

Students who are employed full time typically complete the program in two to three years. Students who participate in full-time study can shorten the time from matriculation to degree completion.