FINP Course Descriptions

Table of Contents

FINP 250 Personal Financial Planning for Professionals

3 hours

In this course, we will cover Topics 1-21 of the CFP Board Principal Knowledge Topics. Areas of focus will include: the financial planning process, the client/planner relationship, communication and counseling, personal financial statements, cash flow management and financing strategies, time value of money, economic concepts, financial institution regulation, consumer laws, and CFP Board's Code of Ethics, Rules of Conduct, Practice Standards and Disciplinary Procedures. Prerequisite: BUSN 120 Personal Finance

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FINP 310 Insurance Planning and Risk Management

3 hours

In this course, we will cover Topics 22 – 32 of the CFP Board Principal Knowledge Topics. Areas of focus will include: principles of risk and insurance, risk exposure, health insurance, disability insurance, long-term care insurance, annuities, life insurance, taxation, business insurance, needs analysis, policy selection, property and casualty insurance. Prerequisite: FINP 250 Personal Financial Planning for Professionals.

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FINP 320 Income Tax Planning

3 hours

In this course, we will cover Topics 42 – 51 of the CFP Board Principal Knowledge Topics. Areas of focus will include: tax law fundamentals, compliance, tax calculations, taxation of business entities, trust and estate tax, alternative minimum tax, tax reduction techniques, property transactions, passive activity and at-risk rules, tax implications of special circumstances, charitable contributions and deductions. Prerequisite: FINP 250 Personal Financial Planning for Professionals.

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FINP 330 Estate Planning

3 hours

In this course, we will cover Topics 63 – 72 of the CFP Board Principal Knowledge Topics. Areas of focus will include: property titling, transferring property, documents, gift and estate tax compliance, estate liquidity, trusts, marital deductions, intra-family transfer, postmortem estate planning. Prerequisite: FINP 250 Personal Financial Planning for Professionals.

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FINP 450 Investment Planning

3 hours

In this course, we will cover Topics 33 – 41 of the CFP Board Principal Knowledge Topics. Areas of focus will include: characteristics, uses and taxation of investment vehicles, types of investment risk, measures of investment returns, asset allocation and diversification, bond and stock valuation, portfolio development and analysis, investment strategies, and alternative investments. Prerequisite: FINC 260 Business Finance.

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FINP 470 Retirement Planning

3 hours

In this course, we will cover Topics 52 – 62 of the CFP Board Principal Knowledge Topics. Areas of focus will include: retirement needs analysis, Social Security, Medicare, Medicaid, retirement plans, plan rules, tax advantages, regulatory considerations, distribution rules, retirement strategies, and business succession planning. Prerequisites: FINP 250 Personal Financial Planning for Professionals and FINP 450 Investment Planning (may also be a co-requisite).

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FINP 475 Field Experience

1-8 hours

Supervised experiences in businesses, nonprofit organizations, and public agencies. Pass/No Pass.

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FINP 491 Personal Financial Planning Capstone

3 hours

In this course, we will cover all 72 topics of the CFP Board Principal Knowledge. Topics. We will tie together the concepts by constructing a financial plan. The focus of this course is on case study application. Areas of focus will include: cash flow and financial situation, income tax evaluation, education funding evaluation, retirement evaluation, risk management/insurance evaluation, estate planning evaluation, and plan construction and communication. Prerequisites: FINP 310 Insurance Planning and Risk Management, FINP 320 Income Tax Planning, FINP 330 Estate Planning, FINP 450 Investment Planning and FINP 470 Retirement Planning.

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