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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

Student Learning Outcomes (SLO)

Student Learning Outcomes of the Personal Financial Planning B.S. Degree Program

SLO: Knowledge

Students will demonstrate a depth of knowledge and apply the methods of inquiry in personal financial planning, and they will demonstrate a breadth of knowledge across their discipline. Student outcomes associated with this SLO are listed below.

  • Understand the fundamentals of the financial planning process.
  • Calculate and interpret the time value of money.
  • Develop a clear, professional understanding of insurance policies and strategies.
  • Understand risk management concepts.
  • Apply tax planning strategies to meet the goals of the client.
  • Become skilled in applying retirement planning strategies.
  • Develop estate planning strategies for the benefit of clients.

SLO: Critical Thinking

Students will be able to interpret information, respond and adapt to changing situations, make complex decisions, solve problems, and evaluate actions.

  • Apply knowledge to help others meet challenges.
  • Solve real world problems.
  • Develop financial plans for clients with a variety of needs.

SLO: Communication

Students will be able to communicate clearly and effectively.

  • Develop and refine communication skills.

SLO: Diversity

Students will demonstrate the awareness, understanding, and skills necessary to live and work in a diverse world.

  • Work in multidisciplinary and diverse teams.

SLO: Ownership for Learning

Students will demonstrate the inclination to be lifelong learners, a concern to become and remain will informed, the ability to retrieve and manage information appropriately, open-mindedness regarding world views, and a willingness to reconsider and revise their own views when warranted.

  • Participate in professional groups and activities.

SLO: Personal and Professional Development

Students will practice professional ethics, demonstrate personal and social responsibility, provide leadership in interactions with peers, and work effectively as team members.

  • Learn and demonstrate leadership skills.
  • Demonstrate standards of ethical conduct which adhere to the Code of Ethics and Professional Responsibility developed by the Certified Financial Planner Board of Standards.
  • Obtain an understanding of 21st Century technologies.