The objective of the personal financial planning option is to cultivate a learning-centered program that qualifies students to take the CFP® Certification Examination and prepares them to assume positions in large financial planning firms.  Financial institutions, especially banks, mutual fund organizations, insurance companies, and independent financial planning firms recruit students who are prepared to take the CFP® Certification Examination.  Courses in the option include estate planning, introduction to tax, fundamentals of insurance, and employee benefits and retirement planning.  Students are strongly encouraged to take a comprehensive review course prior to taking the CFP® Certification Examination.

Required courses to complete this option
(21 semester hours in addition to required general education curriculum):

ACCT 401 - Introduction to Tax
BADM 501 - Estate Planning
FINC 312 - Intermediate Corporate Financial Management
FINC 315 - Principles of Financial Planning
FINC 512 - Financial Investments Management
FINC 515 - Insurance and Risk Management
FINC 516 - Employee Benefits and Retirement Planning