2022-2023 Undergraduate/Graduate Catalog

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 211Introduction to Financial Accounting

3

FIN 210Personal Finance

3

FIN 295Managerial Finance

3

FIN 300Personal Financial Planning

3

Electives Courses: (6 credits)

FIN 310Principles of Investments

3

FIN 320Financial Markets and Institutions

3

FIN 321Insurance

3

AC 302Introduction 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