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Personal Financial Planning

Personal Finance Program

 

 


Undergraduate Minor

Studies in Personal Finance Minor

Click here for the Studies in Personal Finance Minor advising sheet.

Learn more about the Studies in Personal Finance Minor at the TTU Worldwide eLearning website.

Minor in Studies in Personal Finance & Invest in your future.

CFP® Certification Eligible Minor in Personal Financial Planning

Click here for the CFP Certification Eligible Minor advising sheet.

To obtain a graduate minor in personal finance the following courses are required:

PFP 5322. Introduction to Applied Personal Finance (3) This is a survey course in personal financial planning for those wanting to use this information in their personal and professional lives. Distance and on campus. F, S, SS

PFP 5362. Fundamentals of Asset Management (3). Investment management concepts in a personal financial planning context; client goals, expectations, and risk tolerance; capital markets; investment alternatives; security valuation; risk assessment; and portfolio management concepts. F, SS

PFP 5394. Retirement Planning (3). Prerequisites: PFP 5371 and ACCT 5311 with a grade of C or higher; Prerequisite or corequisite: PFP 5362 with a grade of C or higher. PFP major only, dual degree student, or consent of instructor. Advanced studies in retirement planning covering retirement plans in the corporate setting, personal retirement planning, and retirement income strategies. F, SS

5497. Risk Management and Insurance Planning (4). Prerequisite or corequisite: PFP 5371. Explores risk management theory, personal risk analysis, and financial loss prevention with private insurance. F, S