Minor in Personal Financial Planning

The personal financial planning minor prepares students for careers in government securities, retirement planning, compensation investments, property ownership, and wealth management. The courses are registered with the Certified Financial Planner (CFP)© Board of Standards. Students completing the entire series will qualify to sit for the comprehensive CFP© Examination.

Minor Requirements (18 Credits)

Starting Fall 2020 an overall GPA of 2.0 is required for enrollment in this business minor. A student from outside the Huntsman School who desires to pursue any business minor must recognize that there may be prerequisites to required minor courses and that a GPA of 2.5 must be obtained in minor courses in order for the Minor to be awarded at graduation.

Course # Course Name Credits
ACCT 3520 Individual Taxation 3
FIN 3300 Investments 3
FIN 5060 Personal Financial Planning and Advising 3
FIN 5070 Retirement Planning 3
FIN 5080
Estate Planning 3
FIN 5090
Personal Financial Plans

Academic Advising

Lindsey Cazier

Lindsey Cazier


EBB 309

Schedule an Appointment

Statewide Campus Advising

Students pursuing a distance education major must contact the advisors at their specific location.

Statewide Campus Advisors

Available Locations

  • Logan Main Campus