Catalog Year

2022-2023

Degree

Minor

Credits

18

Locations

Mankato

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Financial Planning Minor

Designed for any major interested in learning about financial planning for personal use or a career in financial planning. 

The Financial Planning industry needs leaders in marketing, management, and accounting. Firms search for talent who understands the dynamics of the financial planning industry. Obtaining this minor would demonstrate that you have that specific knowledge. The Twin Cities and surrounding areas have one of the highest concentrations of financial service employers in the country, with several Fortune 500 firms, and many smaller firms as well. 
  • If you are interested in a career in financial planning but don't want to work directly with clients, a minor in financial planning may still be for you.
  • Those interested in being a Certified Financial Planner should pursue the major in finance with the financial planning option.

Program Requirements

Core

Fundamental concepts of personal financial management: insurance, budgeting, credit, savings, investments, retirement and estate planning, and consumer debt management.

Prerequisites: ACT 330, FINA 458, FINA 460, FINA 470. Select FINA 100 or FINA 362.

Examination of personal insurance exposures and policies including auto, health, home and life.

Prerequisites: none

Elective

Choose 3 Credit(s).

Fundamental concepts of managing cash flows: preparation of personal budget, personal debt management, financial goal establishment, savings and investments, insurance.

Prerequisites: none

An introduction to finance relating to problems, methods, and policies in financing business enterprise.

Prerequisites: ACCT 200

Choose 9 Credit(s).

The course examines the principles and procedures relating to the determination and computation of federal income taxes for an individual. Federal estate tax, gift tax, and income taxation of estates and trusts are also examined.

Prerequisites: ACCT 200, ACCT 210

Principles and techniques for estate planning. Examination of various retirement plans available, and the legal and tax environment impacting an estate's portfolio.

Prerequisites: FINA 100 or FINA 362 

Formulation of investment policy of individuals and institutions, factors influencing the values of securities, and techniques of portfolio selection and management.

Prerequisites: FINA 362 

Tools and techniques to aid in individual and institutional portfolio management.

Prerequisites: FINA 362 and FINA 460 

Introduction to money and capital markets, instruments and institutions. Consideration of the management problems of financial institutions.

Prerequisites: FINA 362 

Fundamental concepts of employee benefits in relation to pertinent legislation, modern management techniques, and financial constraints that affect the formulation and implementaion of a benefit plan.

Prerequisites: FINA 100 or FINA 362

Supervised experience in business, industry, state or federal institutions.

Prerequisites: Permission Required

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Prerequisites: Permission Required

The course is designed to provide basic human motivation theories, and develop persuasive communications strategies and applications necessary in the field of professional selling. The course takes a hands-on approach to professional selling techniques with the use of sales presentations, sales manuals, and exams.

Prerequisites: MRKT 210

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