5 courses with the subject PFPL, each shown exactly as we captured it from the college's catalog, with every element we hold. Where the wording looks broken, that is our reading of the catalog, not the college's text.
PFPL 1010Wealth Building and Personal Financial Planning3
Explores the personal financial planning process and its effect on achieving financial goals and improving personal financial wellness. Emphasizes personal financial data gathering, financial goal setting, risk management and insurance, investment strategies, income tax planning, retirement planning, and estate planning.
Explores retirement plans, retirement planning strategies, and sources of retirement income. Emphasizes qualified and non-qualified plans, capital needs analysis, taking distributions from retirement plans, and Social Security. Examines Medicare and employee benefits.
Focuses on the efficient conservation and transfer of wealth. The course takes an in-depth look at the legal, tax, financial, and non-financial aspects of the estate planning process and covers wills, trusts, probate, advanced directives, and charitable giving.
Engages students in critical thinking and decision-making within the personal financial planning process. Refines and develops skills needed for personal financial planners when working with individuals, families, and business owners. Students are required to prepare and submit a comprehensive written personal financial plan.
FINA 4000 and ACC 3200 and PFPL 4400 and PFPL 4300
Corequisite
FINA 4000 , ACC 3200 , PFPL 4400 , PFPL 4300 any of these courses may be taken concurrently if not taken as a
PFPL 4950Personal Financial Planning Internship3
3 TO 12 The student is placed with a business and will perform personal financial planning-related tasks. The internship experience offers a practical training ground for students that supplements academic training by permitting them to apply the theories, concepts and techniques learned through coursework.
