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)

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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 5520	Individual Taxation	3
FIN 3300	Fundamentals of Finance II	3
FIN 5060	Personal Financial Planning and Advising	3
FIN 5070	Retirement Planning	3
FIN 5080	Estate Planning	3
FIN 5090	Personal Financial Plans	3

Academic Advising

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Statewide Campus Advising

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

Statewide Campus Advisors

Available Locations

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• Logan Main Campus