Learning Outcome Matrix
Program Code: FPLNB
Start Date: 2022-09-02
| Course | Title | FPLNB1 | FPLNB2 | FPLNB3 | FPLNB4 | FPLNB5 | FPLNB6 | ILO1 | ILO2 | ILO3 | ILO4 | ILO5 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BSAD220 | Business Law | X | X | X | X | X | X | X | ||||
| FINA301 | Principles of Finance | X | X | X | X | X | X | X | ||||
| FPLN300 | Principles of Financial Planning | X | X | X | X | X | X | X | X | |||
| FPLN430 | Tax Planning | X | X | X | ||||||||
| FPLN440 | Risk Management & Insurance Planning | X | X | X | X | X | X | X | ||||
| FPLN450 | Retirement Savings & Income Planning | X | X | X | X | |||||||
| FPLN460 | Estate Planning | X | X | X | X | |||||||
| FPLN495 | Financial Plan Development | X | X | X | X | X |
| ILO1 | Communication: Communicate professionally using a variety of modalities (written, spoken, and technological). |
| ILO2 | Critical Thinking: Analyze and evaluate information to make reasoned arguments and solve problems. |
| ILO3 | Civic & Global Engagement: Integrate knowledge and skills to engage with and respond to social, environmental, and economic challenges at local, national, and global levels. |
| ILO4 | Ethics: Analyze and evaluate complex issues and situations to make informed ethical decisions. |
| ILO5 | Disciplinary Expertise |
| FPLNB1 | Demonstrate written communication skills in financial planning |
| FPLNB2 | Analyze ethical issues in the financial planning profession |
| FPLNB3 | Apply strategies and techniques to manage financial exposure due to personal or business risk |
| FPLNB4 | Apply financial planning strategies and techniques to maximize the present value of the client’s after-tax net worth |
| FPLNB5 | Apply strategies to efficiently preserve and distribute accumulated wealth |
| FPLNB6 | Develop long-term strategies and recommendations for a comprehensive financial plan |