Financial Planning Minor

Financial planning prepares you to assist individuals to develop short and long term financial goals and to utilize financial strategies and products to reach those goals. The 24-credit minor in Financial Planning helps students start acquiring the educational foundation for a career in financial planning and will qualify them to take the Certified Financial Planner Certification Examination

Students who have already taken 6400:332, which is no longer offered, have met the 6400:200 Foundations in Financial Planning requirement.

Required

6400:410 Taxation for Financial Planning 3
6200:330 Contemporary Federal Taxation 3
6400:200 Foundations in Personal Finance 3
6400:301 Principles of Finance or 3
6400:300 Introduction to Finance (non-business students only) 3
6400:343 Investments 3
6400:415 Risk Management: Life and Health Insurance 3
6400:417 Retirement Planning 3
6400:432 Seminar in Personal Financial Planning 3
Total Credits Required: 24