Personal Financial Planning Minor

The minor in personal financial planning addresses career planning needs of students who would like to complement their major area of study with a focused professional component in the rapidly growing specialism of financial advisor and personal financial planner. The minor is ideal for students who are considering progressing to a role in banking, insurance, retirement planning, investment management, personal benefit administration, or financial planning. Not open to Finance majors.

Requirements (18 credits):

Required Courses (12 credits) :

AC 211	Introduction to Financial Accounting	3
FIN 210	Personal Finance	3
FIN 295	Managerial Finance	3
FIN 300/AC 305	Personal Financial Planning	3

Electives Courses: (6 credits)

FIN 310	Principles of Investments	3
FIN 320	Financial Markets and Institutions	3
FIN 321	Insurance	3
AC 302	Introduction to Income Taxation	3

The electives courses must be approved by the Finance Department Chair before the courses are taken.Students must complete the entire personal financial planning minor course requirements with a minimum cumulative grade point average of 2.00 for the six courses used to complete the personal financial planning minor. Students must also receive a grade of C- or better in each minor course taken.

Total Credit Hours: 18