2026-2027 Undergraduate Catalog
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 |
|---|---|---|
| Supporting Courses | 9-10 | |
| Principles of Financial Accounting | ||
| Personal Financial Planning | ||
Statistics (Choose One): | ||
| Introduction to Business Statistics | ||
| Introductory Statistics | ||
| Social Science Statistics | ||
| Upper-level Courses | 21 | |
| Introduction to Income Tax Theory and Practice | ||
| Corporation Finance | ||
| Risk Management and Insurance | ||
| Employee Benefits and Retirement Planning | ||
| Estate and Trust Planning | ||
| Principles of Investment | ||
| Financial Plan Development | ||
| Total Credits | 30-31 | |