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PFP 1
NOT OFFERED THIS SEMESTER This course introduces the concepts and principles of personal
financial planning. The initial assignment describes the steps in
the personal financial planning process and the importance of
formulating quantifiable client objectives. It also describes
sources of information and tools used by the planner. Other
assignments provide an overview of a distinct planning area in the
financial planning process: insurance, investments, retirement
planning, income taxation and estate planning. Subsequent
assignments concentrate on life and health programs, property and
liability converges, long-term care plans, equity analysis,
investment strategy, retirement investment products and planning
strategies. This course also describes relevant ethical issues and
principles of professionalism required of the financial planning
practitioner. Study Material Update: Tax Law 2001: Congress passed the Economic Growth and Tax Relief Reconciliation Act of 2001. On May 26, 2001, the staff of the Joint Committee on Taxation issued their conference agreement containing the final tax provisions enacted into law. There are provisions in the law that impact personal financial planning. The Readings Update-December 2001 is required reading for this course and applies to all examinations for this course taken after February 28, 2002.
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