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
| Code | Title | Credits |
|---|---|---|
| Foundational Courses | 9-10 | |
| Principles of Financial Accounting | ||
Statistics (Choose One) | ||
| Business Statistics | ||
or MATH 260 | Introductory Statistics | |
or PSYCH 205 | Social Science Statistics | |
Upper-level Foundational Course | ||
| Corporation Finance | ||
| PFP Required Courses | 21 | |
| 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 Credits | 30-31 | |
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
