Personal Financial Planning, Minor

The Minor in Personal Financial Planning covers topics, including risk management and insurance, federal individual income taxation, investments, retirement planning, and estate planning at a high cognitive level and makes students eligible to take the CFP® Exam. BSBA Finance & Personal Financial Planning Concentration students are not eligible to enroll in this minor.

Student Learning Outcomes

Integrate financial theories, methods, and concepts to achieve personal financial goals.
Evaluate how to best maximize efficiency through effective risk management, capital allocation, and management of resources.
Develop and communicate sound personal financial planning recommendations through an analysis of financial and market related information.

Admissions Requirements

All students, except for those enrolled in the BSBA Finance & Personal Financial Planning major, are eligible to enroll in this minor.

Curriculum Requirements

Required Courses

ACC 3200 - Federal Income Tax I Credit Hours: 3
FINA 4000 - Investments Credit Hours: 3
PFPL 1010 - Wealth Building and Personal Financial Planning Credit Hours: 3
PFPL 4300 - Retirement Planning Credit Hours: 3
PFPL 4400 - Estate Planning Credit Hours: 3
PFPL 4750 - Financial Plan Development Credit Hours: 3

Personal Financial Planning, Minor

Student Learning Outcomes

Admissions Requirements

Curriculum Requirements

Required Courses

Total Credits: 18