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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

Assessment Course Alignment Matrix

Personal Financial Planning B.S. Degree Program

Degree Program SLOs

SLO/Required Courses/experiencesPFP
100
PFP
105
PFP
310
PFP
305
PFP
595
PFP
460
PFP
462
PFP
464
PFP
466
PFP
472
Student
Organization
A = Assessed; X = Students Exposed to Outcome
Understand the fundamentals of the financial planning process XXAAXXXXX 
Demonstrate standards of ethical conduct which adhere to the Code of Ethics and Professional Responsibility developed by the Certified Financial Planner Board of StandardsAX XA      
Students will demonstrate understanding of the importance of participating in professional groups and activitiesA  XA     X

University SLOs

SLO/Required Courses/experiencesPFP
100
PFP
105
PFP
310
PFP
305
PFP
595
PFP
460
PFP
462
PFP
464
PFP
466
PFP
472
Student
Organization
A = Assessed; X = Students Exposed to Outcome
KnowledgeAAAAAAAAAA 
Critical ThinkingXXXAAXXXXX 
CommunicationsA  AA     X
DiversityX  AA     X
IntegrityA  XA