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

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.

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

6400:411 Estate and Financial Planning 3
6200:330 Contemporary Federal Taxation 3
6400:332 Foundations of Financial Planning 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

Akron Advantage

All College of Business Administration programs are accredited at the highest possible level by AACSB International, the Association to Advance Collegiate Schools of Business. In addition, the CBA is one of only 171 schools that has earned separate accounting accreditation. The College has been consistently rated as one of the best business schools in the nation by the Princeton Review and ranked in the top 100 of all undergraduate programs by BusinessWeek magazine.

Our close ties to regional businesses provide many benefits for our students. Business executives share their expertise as mentors and guest lecturers in classes, and provide valuable advice on program and course content, helping to keep our curricula fresh, relevant and rigorous. Students gain valuable hands-on experience through group projects that assign them to solve problems for local businesses and by participating in co-op and internship programs at regional companies.

We are able to provide our students with training in cutting-edge technology as a result of our academic alliances with technology vendors such as SAP, Microsoft, and Oracle.

Our active student organizations enable our students to enrich their college experience by providing opportunities for them to apply knowledge and skills gained in the classroom, and by opening doors to new friendships, networking, professional growth, and even jobs.  Many of our student organizations have excelled in regional and national competitions, often against highly regarded colleges and universities across the country. 

Hands-On Research

Applications-based courses allow you to develop real-world decision-making skills through the introduction of relevant business issues into the classroom and the use of expert guest speakers, case-based analysis and integration of current events.

Real-World Experience

Internship and cooperative work experience opportunities are available where students apply their education in real-world settings. Guest speakers expose students to experiences of key members of the business community.

Recent Placements Include:

  • Merrill Lynch
  • Ameriprise
  • UBS
  • PNC (formerly National City Bank)
  • FirstMerit Bank
  • KeyBank
  • Northwest Mutual Insurance
  • ValMark Securities, Inc.
  • Capital Partners, Ltd.
  • Scott Trade
  • Charles Schwab

Financial Planning Student Organizations: 

  • Financial Management Association
  • Financial Management Association Honors Society
  • Beta Gamma Sigma - an honorary fraternity
  • Delta Sigma Pi - a professional fraternity
  • Student Speaking Association (SSA)
  • International Business Association

Sample Curriculum

Financial Planning Minor - Sample Curriculum


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For More Information:

Department of Finance

Contact: Carrie Tuesday

Career Opportunities

Degrees and Preparation

A minor in financial planning provides the student with the tools to assist people to develop effective financial plans to meet financial goals. Further, completion of the program prepares students to participate in a specialized area within the financial planning spectrum.

Career Outlook

Financial planning has been identified as one of the best jobs to have. It also is one of the fastest-growing fields, given that there is a huge transfer of wealth under way from the World War II generation to the “baby boomers.” Additionally, as the “boomers” reach retirement age, they also will plan to achieve their goals and to pass their wealth to the next generation. In addition to providing the full-breadth planning function, students with skills in this minor can specialize in products and services needed to implement financial plans. These areas include securities sales, insurance, investment products sales, retirement program planning and administration.

Career Services

Career Services is located in Student Union 211, with another office in College of Arts and Sciences Building 126. Career Services provides career coaching and programming, and develops valuable relationships with employers and campus partners to provide students with many opportunities for experiential learning and career development.