Personal Financial Planning Courses

FINPLN 7000 Problems in Personal Financial Planning (cr.arr.).

Prerequisites: 4000-level course in field of problem and instructor's consent.

FINPLN 7001 Topics in Household Economics and Finance (cr.arr.).

Selected current topics in field of interest. Prerequisites: graduate standing.

FINPLN 7085 Problems in Household Economics and Finance (cr.arr.).

Supervised independent work related to household economics and finance. Prerequisite: graduate standing and instructor's consent.

FINPLN 7087 Seminar in Household Economics and Finance (1-4).

Reports and discussion of recent research and practice in household economics and finance. Prerequisite: graduate standing.

FINPLN 7355 Recent Trends in Personal Financial Planning (1-3).

For upper-class and graduate students who wish additional knowledge and understanding in specific subject matter areas. Prerequisites: vary with the topic; graduate standing.

FINPLN 7380 Family Ecology (3).

A systems perspective examining ways choice and culture shape American levels and standards of living. The impact of trends in personal and family values, technology the economy, mass media and social movements on household resource management. Prerequisite: FINPLN 2180 and graduate standing or instructor's consent.

FINPLN 7382 Financial Planning: Risk Management (3).

Analysis of family financial risks and conservation of family assets via risk management, with primary focus on personal lines of insurance. Prerequisites: graduate standing and FINPLN 3283; 5-6 hours of ECON; STAT 1300 or 2500.

FINPLN 7383 Financial Planning: Investment Management (3).

Management of family financial investments. Prerequisites: graduate standing and FINPLN 3283; 5-6 hours of ECON; STAT 1300 or 2500.

FINPLN 7386 Financial Planning: Employee Benefits and Retirement Planning (3).

Fundamentals of employee benefits and retirement planning. Consideration of options via government, employer, financial markets. Special circumstances of women, part-time, and contingent workers considered. Prerequisites: graduate standing and FINPLN 4382, 4383, or instructor's consent.

FINPLN 7387 Consumer and Household Economics II (3).

Theory of economic behavior examining the household as both consumer and producer of goods and services, human capital investments, intertemporal decision making, and use of computative studies to examine price and income effects. Prerequisite: graduate standing and C&F EC 3287 or ECON 3251; STAT 1300 or 2500.

FINPLN 7388 Effective Consumer Decision-Making (3).

Theory, concepts, principles underlying consumer decision-making, including rationality, uncertainty, optimal search, heuristics, interactive decisions; strategies for their application in the marketplace. Prerequisites: graduate standing and FINPLN 2185; 5-6 hours of ECON.

FINPLN 7389 Financial Planning: Case Analysis (3).

The course emphasizes the use of analytical tools to develop effective financial plans for individuals and households. Pre-requisites: FINPLN 2183, 4183, 4382, 4383.

FINPLN 7393 Financial Planning: Estate and Gift Planning (3).

Fundamentals, practical problems and solutions in basic estate and gift planning, business succession planning, and taxation issues. Prerequisites: graduate standing and FINPLN 4382 and 4382.

FINPLN 7412 Research Methods in Personal Financial Planning (3).

Introduction to the scope, purpose and methods of research in consumer and family economics, with emphasis on economic survey methods. Prerequisites: graduate standing, and an introductory statistics course.

FINPLN 7960 Readings in Household Economics and Finance (cr.arr.).

Readings in recent research in household economics and finance. Prerequisites: graduate standing and instructor's consent.

FINPLN 7993 Internship in Personal Financial Planning (cr.arr.).

Prerequisites: graduate standing and instructor's consent.

FINPLN 8001 Topics in Personal Financial Planning (cr.arr.).

Selected current topics in field of interest. Prerequisite: graduate standing.

FINPLN 8085 Problems in Household Economics and Finance (cr.arr.).

Supervised independent work related to household economics and finance. Prerequisite: graduate standing and instructor's consent.

FINPLN 8087 Seminar in Household Economics and Finance (cr.arr.).

Report and discussion of recent research and practice in household economics and finance. Prerequisite: graduate standing and instructor's consent.

FINPLN 8090 Master's Thesis Research in Personal Financial Planning (cr.arr.).

Independent research leading to thesis or dissertation. Graded on S/U basis only. Prerequisite: graduate standing and instructor's consent.

FINPLN 8450 Applied Research in Household Economics and Planning (cr.arr.).

Independent research not leading to a thesis. Report required. For students completing Master's in Personal Financial Planning. Prerequisite: graduate standing, and instructor's consent.

FINPLN 8483 Family in the Economy (3).

Multi-disciplinary study of research on families as economic units. Examines trends in family income, wealth, labor market participation, household production, distribution of household resources, use of public goods, and underground economy. Prerequisites: graduate standing; FINPLN 4387 or instructor's consent.

FINPLN 8485 Human Resource Development and Allocation (3).

Economic analysis of conditions, programs and policies related to development and use of human resources, with special reference to impact on families and households. Prerequisites: graduate standing; FINPLN 4387 or instructor's consent.

FINPLN 8486 Social Policy and the Family Economy (3).

Economic analysis of public programs that directly affect well-being of families: income maintenance, goods transfers, employment, housing, health, transportation, taxes, etc.; consideration of underlying philosophies, policy alternatives. Prerequisites: graduate standing; FINPLN 7387 or instructor's consent.

FINPLN 8500 Personal Financial Planning Capstone (cr.arr.).

Independent work on project approved by major advisor and CFP (R) program director. For students completing Master's in Personal Financial Planning. Prerequisite: graduate standing and instructor's consent. May be repeated for credit.

FINPLN 8960 Readings in Household Economics and Finance (cr.arr.).

Readings in recent research in household economics and finance. Prerequisites: graduate standing and instructor's consent.

FINPLN 9001 Topics in Household Economics and Finance (cr.arr.).

Selected current topics in field of interest. Prerequisites: graduate standing.

FINPLN 9085 Problems in Household Economics and Finance (cr.arr.).

Supervised independent work related to household economics and finance. Prerequisite: graduate standing and instructor's consent.

FINPLN 9087 Seminar in Household Economics and Finance (cr.arr.).

Report and discussion of recent research and practice in household economics and finance. Prerequisite: graduate standing and instructor's consent.

FINPLN 9090 Doctorial Dissertation Research in Personal Financial Planning (cr.arr.).

Independent research leading to thesis or dissertation. Graded on S/U basis only. Prerequisite: graduate standing and instructor's consent.

FINPLN 9960 Readings in Household Economics and Finance (cr.arr.).

Readings in recent research in household economics and finance. Prerequisites: graduate standing and instructor's consent.