If you are entering this program without a CFP® designation or a time value of money course, you will be required to take PFP 624 - Fundamentals of Family Financial Planning or an equivalent course as a prerequisite.
To complete the Master of Science degree, you must complete 30 semester credit hours as per one of the following plans:
- Personal Financial Planning (18) + Financial Therapy (12)
- Personal Financial Planning (18) + Advanced Financial Planning (12)
- Financial Therapy (12) + Advanced Financial Planning (12) + Electives (6)
- Personal Financial Planning (18) + Electives (12)
Personal Financial Planning (18 credits)
- PFP 760 - Retirement Planning for Families (3 credits)
- PFP 762 - Investing for the Family’s Future I (3 credits)
- PFP 764 - Estate Planning (3 credits)
- PFP 766 - Insurance Planning for Families (3 credits)
- PFP 772 - Personal Income Taxation (3 credits)
- PFP 836 - Financial Planning Case Studies (3 credits)
Financial Therapy (12 credits)
- PFP 768 - Introduction to Financial Therapy (3 credits)
- PFP 769 - Money and Relationships (3 credits)
- PFP 770 - Applied Behavioral Finance (3 credits)
- PFP 771 - Financial Therapy Theory and Research (3 credits)
Advanced Financial Planning (12 credits)
- PFP 835 - Professional Practice Management in Personal Financial Planning (3 credits)
- PFP 860 - Advanced Retirement Planning Issues (3 credits)
- PFP 863 - Advanced Personal Income Tax Planning (3 credits)
- PFP 864 - Advanced Estate Planning Issues (3 credits)
Electives (0-12 credits)
- PFP 756 - Financial Counseling* (3 credits)
- PFP 782 - Investing for the Family's Future II (3 credits)
- PFP 808 - Research Application in Personal Financial Planning** (3 credits)
- PFP 836 - Financial Planning Case Studies (3 credits)
- CNRES 751 - Conflict Resolution: Core Skills and Strategies (3 credits)
- LEAD 801 - Foundations of Leadership (3 credits)
- Consult graduate program coordinator for other course options
*Instructor approval required.
**Recommended only for students interested in the doctoral program.