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Certified Financial Planner® Board Approved Program

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Institute of Personal Financial Planning
Undergraduate Program
Roxanne Martens, M.S., CFP®

Personal Financial Planning
Kansas State University
343 Justin Hall
1324 Lovers Lane
Manhattan, KS 66506-1403

785-532-1480
785-532-5505 fax
rmartens@k-state.edu

Student Learning Outcomes (SLO)

Student Learning Outcomes of the Personal Financial Planning B.S. Degree Program

SLO: Knowledge

Students will demonstrate a depth of knowledge and apply the methods of inquiry in personal financial planning, and they will demonstrate a breadth of knowledge across their discipline. Student outcomes associated with this SLO are listed below.

  • Understand the fundamentals of the financial planning process.
  • Calculate and interpret the time value of money.
  • Develop a clear, professional understanding of insurance policies and strategies.
  • Understand risk management concepts.
  • Apply tax planning strategies to meet the goals of the client.
  • Become skilled in applying retirement planning strategies.
  • Develop estate planning strategies for the benefit of clients.

SLO: Critical Thinking

Students will be able to interpret information, respond and adapt to changing situations, make complex decisions, solve problems, and evaluate actions.

  • Apply knowledge to help others meet challenges.
  • Solve real world problems.
  • Develop financial plans for clients with a variety of needs.

SLO: Communication

Students will be able to communicate clearly and effectively.

  • Develop and refine communication skills.

SLO: Diversity

Students will demonstrate the awareness, understanding, and skills necessary to live and work in a diverse world.

  • Work in multidisciplinary and diverse teams.

SLO: Ownership for Learning

Students will demonstrate the inclination to be lifelong learners, a concern to become and remain will informed, the ability to retrieve and manage information appropriately, open-mindedness regarding world views, and a willingness to reconsider and revise their own views when warranted.

  • Participate in professional groups and activities.

SLO: Personal and Professional Development

Students will practice professional ethics, demonstrate personal and social responsibility, provide leadership in interactions with peers, and work effectively as team members.

  • Learn and demonstrate leadership skills.
  • Demonstrate standards of ethical conduct which adhere to the Code of Ethics and Professional Responsibility developed by the Certified Financial Planner Board of Standards.
  • Obtain an understanding of 21st Century technologies.

Assessment Course Alignment Matrix

Personal Financial Planning B.S. Degree Program

Degree Program SLOs

SLO/Required Courses/experiencesPFP
100
PFP
105
PFP
310
PFP
305
PFP
595
PFP
460
PFP
462
PFP
464
PFP
466
PFP
472
Student
Organization
A = Assessed; X = Students Exposed to Outcome
Understand the fundamentals of the financial planning process XXAAXXXXX 
Demonstrate standards of ethical conduct which adhere to the Code of Ethics and Professional Responsibility developed by the Certified Financial Planner Board of StandardsAX XA      
Students will demonstrate understanding of the importance of participating in professional groups and activitiesA  XA     X

University SLOs

SLO/Required Courses/experiencesPFP
100
PFP
105
PFP
310
PFP
305
PFP
595
PFP
460
PFP
462
PFP
464
PFP
466
PFP
472
Student
Organization
A = Assessed; X = Students Exposed to Outcome
KnowledgeAAAAAAAAAA 
Critical ThinkingXXXAAXXXXX 
CommunicationsA  AA     X
DiversityX  AA     X
IntegrityA  XA