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Graduate Courses

Problems in Personal Financial Planning (FINPLN 7000 | 1 - 9 Credit Hours)

Prerequisites: 4000-level course in field of problem and instructor's consent. Prerequisites: Restricted to Personal Financial Planning Majors Only.


Topics in Household Economics and Finance (FINPLN 7001 | 1 - 9 Credit Hours)

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


Fundamentals of Personal Financial Planning (FINPLN 7183 | 3 Credit Hours)

Issues and concepts related to the financial planning process, including determination of financial goals and expectations and analysis and evaluation of personal and family financial data with emphasis on savings, insurance, investments, taxes, credit and financial aspects of housing.


Financial Planning: Tax Planning (FINPLN 7187 | 3 Credit Hours)

Principles, current law and practice of income taxation and its impact on personal financial planning for individuals, couples and families in their roles as investors, employees, and business owners. Graded on A-F basis only. Prerequisites: FINPLN 2183, FINPLN 3283, ACCTCY 2010 or equivalent or instructor's consent.


Advanced Financial Counseling (FINPLN 7282 | 3 Credit Hours)

Students will learn client-centered financial counseling. Includes development of interviewing techniques, focus on personality strengths and weaknesses, creation of the sales process, and the role of technology in counseling. Graded on A-F basis only.


Assessing the American Dream (FINPLN 7380 | 3 Credit Hours)

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.


Financial Planning: Risk Management (FINPLN 7382 | 3 Credit Hours)

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


Financial Planning: Investment Management (FINPLN 7383 | 3 Credit Hours)

Management of family financial investments. Prerequisites: FINPLN 3283; 5-6 hours of Economics; STAT 1300 or STAT 2500.


Financial Planning: Employee Benefits and Retirement Planning (FINPLN 7386 | 3 Credit Hours)

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: FINPLN 4382, FINPLN 4383, or instructor's consent.


Consumer and Household Economics II (FINPLN 7387 | 3 Credit Hours)

(cross-leveled with FINPLN 7387). Economic theory of consumer and household behavior, focusing on rationality, uncertainty, optimal search, heuristics, interactive decisions and considering implications for financial decision making and policy analysis. Prerequisites: ECONOM 4351 or equivalent.


Effective Consumer Decision-Making (FINPLN 7388 | 3 Credit Hours)

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.


Financial Planning: Capstone (FINPLN 7389 | 3 Credit Hours)

The course emphasizes the use of analytical tools to develop effective financial plans for individuals and households. Prerequisites: FINPLN 4187, FINPLN 4382, FINPLN 4383 or instructor's consent. Not available to Pre-Personal Financial Planning majors.


Financial Planning: Estate and Gift Planning (FINPLN 7393 | 3 Credit Hours)

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


Personal Financial Issues of Older Adults (FINPLN 7583 | 3 Credit Hours)

(same as HDFS 7583). Principles and practice of personal finance relevant to assessing and improving the financial security of older individuals. Topics covered include sources of income, management of cash flow, credit use and abuse, risk exposure, investment management, housing, and financial planning. Financial vulnerabilities of seniors will be explored. May be repeated for credit. Graded on A-F basis only. Prerequisites: Bachelor or Master's degree in human services, social work, mental health, nursing physical rehabilitation or psychology; Must be enrolled in Graduate Certificate in Geriatric Care Management program.


Readings in Household Economics and Finance (FINPLN 7960 | 1 - 9 Credit Hours)

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


Internship in Personal Financial Planning (FINPLN 7993 | 1 - 9 Credit Hours)

Internship in Personal Financial Planning. Prerequisites: instructor's consent; Restricted to Personal Financial Planning Majors Only.


Topics in Personal Financial Planning (FINPLN 8001 | 1 - 9 Credit Hours)

Selected current topics in field of interest.


Problems in Household Economics and Finance (FINPLN 8085 | 1 - 9 Credit Hours)

Supervised independent work related to household economics and finance. Prerequisites: instructor's consent.


Seminar in Household Economics and Finance (FINPLN 8087 | 1 - 9 Credit Hours)

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


Master's Thesis Research in Personal Financial Planning (FINPLN 8090 | 1 - 9 Credit Hours)

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


Military Personal Financial Readiness (FINPLN 8183 | 3 Credit Hours)

Financial planning process applied to military personnel and their families. Focus on service member status; financial readiness; record-keeping; management of cash flow, risk, credit and debt, savings, investments, tax, savings; education planning, retirement and estate planning. Graded on A-F basis only.


Professional Practices in Financial Planning (FINPLN 8187 | 3 Credit Hours)

Practice management techniques for Financial Planners. Graded on A-F basis only.


Family Systems (FINPLN 8380 | 3 Credit Hours)

Exploration of the family as a system within the broader context of society.


Theories and Research in Personal Financial Planning I (FINPLN 8381 | 3 Credit Hours)

Course introduces students to the social science of family finances. Course covers the theories of family functioning, microeconomic theory related to family resource allocation decisions, the family as an economic unit, and the interaction of families and the economy. Graded on A-F basis only.


Housing and Real Estate (FINPLN 8385 | 3 Credit Hours)

The study of real estate as a component to household wealth. Graded on A-F basis only.


Financial Planning Case Studies (FINPLN 8389 | 3 Credit Hours)

The analysis and development of appropriate presentations for effective financial plans.


Applied Research in Household Economics and Planning (FINPLN 8450 | 1 - 9 Credit Hours)

Independent research not leading to a thesis. Report required. For students completing Master's in Personal Financial Planning. Prerequisites: instructor's consent.


Family Economics (FINPLN 8483 | 3 Credit Hours)

Multidisciplinary 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.


Human Resource Development and Allocation (FINPLN 8485 | 3 Credit Hours)

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: FINPLN 4387 or instructor's consent.


Social Policy and the Family Economy (FINPLN 8486 | 3 Credit Hours)

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: FINPLN 7387 or instructor's consent.


Household Financial Decision Making (FINPLN 8488 | 3 Credit Hours)

This course provides a solid foundation for critical thinking and research on household financial decision making. A selective but extensive review of normative and descriptive theories and empirical studies pertinent to household financial decision making is provided. The focus is on developing a critical perspective in students that enables them to identify opportunities to advanced theory toward relevant applications through research on household financial decision making. Prerequisites: instructor's consent. A knowledge of intermediate micro economics, introductory statistics, and introductory differential calculus is assumed.


Personal Financial Planning Capstone (FINPLN 8500 | 1 - 9 Credit Hours)

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


Seminar in Household Economics and Finance (FINPLN 9087 | 1 - 9 Credit Hours)

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


Doctoral Dissertation Research in Personal Financial Planning (FINPLN 9090 | 1 - 9 Credit Hours)

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


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