Financial Planning Minor

Program Overview

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

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. 

Professional Preparation

Completion of the prescribed course of study meets the educational requirements for an individual to sit for the Certified Financial Planner Certification Examination required to earn the CFP® designation.

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

The 24-credit minor in Financial Planning will permit students to acquire the educational foundation for a career in financial planning and will qualify them to sit for the Certified Financial Planner® Certification Examination

Required

6200:410 Taxation for Financial Planning (Fall only) 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 or 3
6400:341 Contemporary Investments (non-business students) 3
6400:415 Risk Management: Life and Health Insurance (Spring only) 3
6400:417 Retirement Planning (Fall only) 3
6400:432 Seminar in Personal Financial Planning (Spring only) 3
Total Credits Required: 24