FAMILY FINANCIAL COUNSELING

Prerequisites & course information

Requisites: CNSR SCI 275 and 627 Course Designation: Core GenEd - Natural Science & Wellness + Lab Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Analyze personal financial situations, evaluate clients' objectives, needs, and values to develop an appropriate strategy within the financial plan Audience: Undergraduate 2. Apply the CFP Board Financial Planning Practice Standards to the financial planning process Audience: Undergraduate 3. Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan Audience: Undergraduate 4. Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan Audience: Undergraduate 5. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem Audience: Undergraduate 6. Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material Audience: Undergraduate 7. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan Audience: Undergraduate Learning Outcomes: 1. Analyze personal financial situations, evaluate clients' objectives, needs, and values to develop an appropriate strategy within the financial plan Audience: Undergraduate 2. Apply the CFP Board Financial Planning Practice Standards to the financial planning process Audience: Undergraduate 3. Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan Audience: Undergraduate 4. Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan Audience: Undergraduate 5. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem Audience: Undergraduate 6. Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material Audience: Undergraduate 7. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan Audience: Undergraduate