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Institute of Personal Financial Planning

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. Kansas State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® certification marks. CFP® Certification is granted only by the Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

Institute of Personal Financial Planning
Undergraduate Program
Roxanne Martens, M.S., CFP®

Personal Financial Planning
Kansas State University
313 Justin Hall
1324 Lovers Lane
Manhattan, KS 66506-1403

785-532-1407
785-532-5505 fax
rmartens@k-state.edu

Courses

Admission to the personal financial planning program requires completion of PFP 105 with a grade of B or better. In addition to the general university requirements (see the undergraduate catalog), the specific professional courses include the following:

CourseNameCreditsWhen Offered

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.

Coursework is now available online! To complete your degree online, see specific enrollment information here.

HDFS 110Introduction to Human Development3Fall, Spring, Summer
HDFS 301The Helping Relationship3Fall, Spring, Summer
PFP 105Introduction to Personal Financial Planning3Fall, Spring, Summer
PFP 305Advanced Personal Financial Planning3Fall
PFP 310Family and Consumer Economics3Fall, Summer
PFP 456Financial Counseling and Communication3Fall
PFP 460Retirement Planning Concepts3Fall
PFP 462Personal Investment Concepts I3Fall
PFP 464Estate Planning Concepts3Spring
PFP 466Personal Risk Management and Insurance Planning3Spring
PFP 468Professional Practice Management in Personal Financial Planning1Spring
PFP 472Personal Income Tax Concepts 3Fall
PFP 482Personal Investment Concepts II3Spring
PFP 579Pre-Internship Orientation in Personal Financial Planning1Spring
PFP 580Internship in Personal Financial Planning3Summer
PFP 595Professional Seminar in Personal Financial Planning3Spring
ACCTG 231Accounting for Business Operations3Fall, Spring, Summer
ACCTG 241Accounting for Investing and Financing3Fall, Spring, Summer
ECON 120Principles of Microeconomics3Fall, Spring, Summer
MANGT 390Business Law I3Fall, Spring
MKTG 400Introduction to Marketing3Fall, Spring, Summer
MKTG 542Professional Selling3Fall, Spring
AGEC 513
 or
FINAN 450
Agricultural Finance 
 or
Principles of Finance
3
or
3
Fall, Spring
 or
Fall, Spring, Summer
   
Select one Track Option (19-20 credit hours)  
Family Financial Planning  
  ECON 530Money and Banking3 
  FSHS 350Family Relationships and Gender Roles3 
  Electives 13-14 
Sales   
  MKTG 560Sales Force Leadership3 
  MKTG 570Advanced Selling3 
  Electives 13-14 
Entrepreneurship  
  ENTRP 340Introduction to Entrepreneurship3 
  Choose 6 credit hours from Entrepreneurship Minor  
   ENGL 455Exploring Creativity3 
   ENTRP 350Technology and Innovation Management3 
   ENTRP 466Digital Business3 
   ENTRP 520Social Entrepreneurship3 
   ENTRP 540Entrepreneurial Consulting3 
  Electives 10-11