2018-2019 Undergraduate Catalog

Financial Planning (Minor)

Financial Planning (Minor)

The Minor in Financial Planning consists of five courses, which would fulfill the CFP Board's requirement for contact hours, coverage of the CFP Board's 72 topic categories and a stand-alone financial plan development course.  There are no pre-requisite courses.

BUS 396Personal Financial Plan & Risk Mgmt4
BUS 397Personal Investment Planning4
BUS 456Principles Estate & Income Tax Planning4
BUS 480Financial Plan Development Course4
BUS 505Employee Benefits & Retirement Plan3