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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
Ann Coulson, Ph.D., CFP®
Assistant Professor
Family Studies and Human Services
Personal Financial Planning
Kansas State University
314 Justin Hall
Manhattan, KS 66506-1403

785-532-5510
785-532-5505 fax
lcoulso1@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.
FSHS 110Introduction to Human Development3Fall, Spring, Summer
FSHS 301The Helping Relationship3

Fall, Spring, Summer

PFP 100Family Financial Planning as a Career1 (must be taken twice)

As needed

PFP 105Introduction to Personal Financial Planning3Fall, Spring, Summer
PFP 305Advanced Personal Financial Planning3Fall

PFP 310

Family 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 472Personal Income Tax Concepts 3Fall
PFP 482Personal Investment Concepts II3Spring
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
ECON 530Money and Banking3Fall, 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