Personal & Family Financial Planning

Activity Details

Any time

Contact Information

UF Dept. of Family, Youth, and Community Sciences
P.O. Box 110310
Gainesville, Florida 32611-0310

Personal & Family Financial Planning will teach the comprehensive principles of the financial planning process. This course will prepare you for a career within the financial services industry or academia using the ethics and ethos of the Certified Financial Planner Board of Standards. The course will apply theory and practice to set the foundation for the core financial planning competencies. As a practitioner or academic, implementing the art and science of financial planning requires understanding interdisciplinary theories and applications. This course will expand on the breadth of the discipline to prepare you for advanced courses in each subject in greater depth.

Course Objectives

Upon completion of this course, successful students will be able to:

  • Learn the financial planning process and apply it to various personal and family situations.
  • Integrate family decision making with the basic financial management actions.
  • Construct SMART goals and a financial plan of action.
  • Differentiate the different environments and how they affect personal and family financial management decisions.
  • Create, analyze, and interpret personal financial statements.
  • Perform calculations involving compound interest, inflation, debt, and ratio analysis.
  • Integrate fundamental concepts of personal and family wealth accumulation and management into a basic financial plan.
  • Integrate fundamental concepts of personal and family risk management and insurance concepts into a basic financial plan.
  • Integrate fundamental concepts of personal and family tax and education planning into a basic financial plan.
  • Integrate fundamental concepts of property ownership, business and estate planning into a basic financial plan.


Note: A request for refund must be received in writing within 10 days of beginning the course and can take up to 4 weeks to process.  Refund requests should be sent to the address, e-mail or fax below.  We reserve the right to modify or cancel a course/event when circumstances warrant, including insufficient registrations. In the event of cancellation, each registrant will be notified and issued a full refund. The University of Florida is not responsible for any other related expenses.  Please send refund requests to Nicole Sloan, University of Florida, P.O. Box 110310, Gainesville, FL  32611-0310 or to email or to fax number 352-392-8196.