Personal Financial Planning Major (FNPJ)

Personal financial planners guide people in planning for their financial future by assisting them with investments, tax planning, and insurance decisions. Students will gain knowledge of valuation of securities, insurance, estate planning, retirement planning, and employee benefits. Career opportunities in this growing field exist for personal financial planning majors in commercial banking, personal financial planning, insurance and money management. This major is certified by the CFP Board. Students who take the indicated elective courses meet the formal education requirement to sit for the CFP^® Certification examination. A minimum of 30 hours is required for this major.

Required Courses

ECON 2010 - Principles of Microeconomics Credits: 3 hours
ECON 2020 - Principles of Macroeconomics Credits: 3 hours
FIN 3100 - Introduction to Financial Markets Credits: 3 hours
FIN 3510 - Investment Analysis Credits: 3 hours

Elective Courses

Select six additional courses (18 hours) from the following:

ACTY 3240 - Introductory Tax Accounting Credits: 3 hours
Required course for students planning to sit for the CFP^® Certification examination.
FIN 3010 - Financial Coaching Credits: 3 hours
Required course for students planning to sit for the CFP^® Certification examination.
FIN 3300 - Real Estate Fundamentals Credits: 3 hours
FIN 3310 - Real Estate Finance Credits: 3 hours
FIN 3450 - Computer Applications in Finance Credits: 3 hours
FIN 3600 - Risk and Insurance Credits: 3 hours
Required course for students planning to sit for the CFP^® Certification examination.
FIN 3720 - Estate Planning Credits: 3 hours
Required course for students planning to sit for the CFP^® Certification examination.
FIN 3730 - Retirement Planning and Employee Benefits Credits: 3 hours
Required course for students planning to sit for the CFP^® Certification examination.
FIN 4320 - Real Estate Investments Credits: 3 hours
FIN 4330 - Real Estate Appraisal Credits: 3 hours
FIN 4370 - Real Estate Management Credits: 3 hours
FIN 4480 - Internships in Finance Credits: 1 to 5 hours
FIN 4530 - Securities Analysis Credits: 3 hours
FIN 4710 - Applications in Personal Financial Planning Credits: 3 hours
Required course for students planning to sit for the CFP^® Certification examination.
FIN 5530 - Student Managed Investment Fund Credits: 3 hours