Personal Financial Planning

A CFP Board Registered Approved program that prepares students for the financial planning profession to help future financial planning clients maximize life goals through financial advice. This program satisfies the educational requirements for students to be eligible to sit for the Certified Financial Planner™ exam. The program includes the planning domains of personal financial planning fundamentals and planning skills across retirement savings & income planning, tax & estate, household risk management & insurance, and financial plan development. This program helps students develop professional ethics and client communication skills that are particular to financial planning. 

Minor

Foundational Courses9-10
Principles of Financial Accounting
Statistics (Choose One)
Business Statistics
Introductory Statistics
Social Science Statistics
Upper-level Foundational Course
Corporation Finance
PFP Required Courses21
Introduction to Income Tax Theory and Practice
Personal Financial Planning
Risk Management and Insurance
Employee Benefits and Retirement Planning
Estate and Trust Planning
Principles of Investment
Financial Plan Development
Total Credits30-31

Faculty 

Karl Schindl; Professor; M.S., Northern Illinois University, chair

Matthew Raunio; Associate Professor; M.B.A., University of Wisconsin - Oshkosh

Mussie M Teclezion; Associate Professor; D.B.A., Southern Illinois University at Carbondale

Preston Cherry; Assistant Professor; Ph.D., Texas Tech University

Heather Kaminski; Assistant Professor; D.B.A., Anderson University

Patricia A Albers; Senior Lecturer; M.B.A., University of Wisconsin - Oshkosh

Katie R Burke; Lecturer; M.B.A., University of Wisconsin - LaCrosse

Gary Christens; Lecturer; M.B.A., Univesity of Wisconsin-Oshkosh