The financial planning minor consists of six and a half course units and is a CFP Board Certified Minor Program. This program covers a comprehensive set of information to prepare you for a career as a financial planning professional. You will be trained in the ethical code and professional standards of the financial planning practice and prepared to counsel clients on all aspects of their financial lives: investing, taxes, insurance, retirement, and estate planning. Graduating with this minor satisfies the education requirement to take the CFP exam.
Requirements
Courses (6.5 course units)
- FIN 239 Personal Financial Planning (1 course unit)
- FIN 310 Investment (1 course unit)
- FIN 365 Risk Management (1 course unit)
- FIN 391 Estate Planning (0.5 course units)
- FIN 391 Insurance Planning (0.5 course units)
- FIN 391 Retirement Planning (0.5 course units)
- ACC 401 Federal Tax (1 course unit)
- FIN 495 Capstone* (1 course unit)
*a minimum grade of C