2023-2024 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 for the first four courses.

BUS 396Personal Financial Plan & Risk Mgmt4
BUS 341Prin Estate & Income Tax Planning4
BUS 343Employee Benefits & Retirement Planning4
BUS 458Personal Investment Planning4
BUS 481Financial Plan Development Course4