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Oct 05, 2025
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2025-2026 Undergraduate Catalog
Personal Financial Planning, Minor
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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.
Advisement Sheet
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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
Students must complete a minimum of 6 credits of advanced standing per the PennWest minor policy. |
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