Personal Financial Planning
Personal Financial Planning students utilize new technologies in studying business practices such as family economic analysis and investments, retirement, insurance, and estate planning. If you choose to specialize in Personal Financial Planning, you will take courses in family finance, accounting finance, economics, mathematics, sociology, family relations, and management.
You will study economic and social influences on the family and the principles and practices of family financial management. Having explored the underlying causes of financial problems, you will develop counseling skills for helping people change their money management practices.
Because the role of computers in financial planning is considered so very important, your education will stress the use of relevant, state-of-the-art software. The College has a top-rated computer learning lab where you can explore the latest in money management technologies!
You will gain valuable practical experience through supervised internships in banks, savings and loan associations, counseling agencies, brokerage firms, insurance companies, and other financial and business institutions, These settings will give you the opportunity to utilize your people and financial skills. Your studies will prepare you to take the CFP® certification examination and important step in establishing your credentials.
The program registered with CFP Board is the most respected professional certification in the financial services industry. CFP® certification identifies an individual who has completed the education, certification examination, and other professional requirements of the CFP®.
Graduates are employed as financial planners, Extension agents, and consultants or counselors in financial, social, educational, legal, and government agencies.
|Bachelor of Science in Personal Financial Planning|
Bachelor of Science in Personal Financial Planning. Students majoring in personal financial planning are prepared for careers in financial planning in private practice, financial institutions, and governmental and social agencies. The multidisciplinary program includes courses in business, accounting, economics, family studies, and communications in addition to personal financial planning. Students will develop a background for graduate study and for certifications as financial planners and counselors.
Students studying personal financial planning must maintain a 2.8 or better GPA to enroll in upper-Department classes. A 2.8 or better GPA is needed to transfer into the Department of Personal Financial Planning. The program also requires a paid internship in the financial planning/services industry, typically completed the summer prior to the senior year.
Minor in Personal Financial Planning. A student may minor in personal financial planning by completing a minimum of 27 hours to satisfy the education requirements set by the CFP® Board of Standards.
Minor in Personal Finance Studies. A student may minor in personal finance studies by completing a minimum of 18 hours from selected courses. This minor will not satisfy CFP® Examination requirements but may be appropriate for students wanting to work in affiliated professions.
|Current Undergraduate Students||More Information|
For further information concerning the undergraduate program contact: