Minor in Financial Planning

View 2017-2018 Catalog (includes course descriptions)  |  view past catalogs

Designed for any major interested in learning about financial planning for personal use or a career in financial planning. Those interested in being a Certified Financial Planner should pursue the major in finance with the financial planning option.

A minor in Financial Planning consists of the following 18 credits:

Classes in () are prerequisites that have to be met before registering for a class. Must be admitted to a major to take upper-division courses. *Department Chair permission required

  • FINA 100-3 Personal Financial Management OR FINA 362-3 Business Finance (ACCT 200)
  • AND
    • FINA 459-3 Personal Financial Planning (100 or 362, 470)
    • FINA 470-3 Personal Insurance
  • AND at least three courses totaling 9 credits of the following: FINA 458, 460, 463, 464, 466, 467, 498, 499* ACCT 330 or MRKT 312