Personal Financial Planning, BA and BS

Degrees

Bachelor of Arts: 72-74 credit hours in major

Bachelor of Science: 79-81 credit hours in major

The personal financial planning programs are CFP board certified and satisfy the CFP education requirement; students who complete a degree in Personal Financial Planning are eligible to sit for the CFP final exam. Personal financial planning includes the core areas of personal financial management: investment planning, estate planning, risk management, retirement planning, employee benefits, and income tax planning. Students will learn to analyze and evaluate the financial planning needs of individuals and small businesses; they will learn how to effectively make recommendations contained in that financial plan. While a degree in personal financial planning prepares and positions students for a career in the financial services industry, the financial planning skills they acquire will serve them no matter what career path they choose.

Requirements

A degree in personal financial planning requires the completion of the following courses:

Core business and GE business courses (48-54 credit hours)

See:

GE Requirements for Bachelor of Arts

GE Requirements for Bachelor of Science

General Education Business Requirements

Core Business Requirements

Eight required major courses (24 credit hours)

ACCT 41050	Income Tax	3
FIN 32020	Investments I	3
FIN 32030	Consumer Finance	3
FIN 32035	Retirement Planning	3
FIN 32036	Estate Planning	3
FIN 32040	Risk and Insurance	3
FIN 42020	Investments II	3
FIN 42030	Financial Planning Capstone	3

For the BS, students will select one elective course (3 credit hours) from among the following options:

ACCT 31020	Financial Accounting and Reporting I	3
ACCT 31021	Financial Accounting and Reporting II	3
ACCT 41070	Financial Statement Analysis	3
ECON 33025	Money and Banking	3
FIN 39000-39999	Special Topics in Finance	1-3
FIN 42010	Corporate Finance II	3
FIN 49000-49999	Special Topics in Finance	1-3
PS 32000	Public Finance	3