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Minor in Personal Financial Planning

Logan Advising

Advisor:Ben Elwood
Office: Business 309
Phone Number: 435.797.2272
Email: ben.elwood@usu.edu

 

 

 

 

 

 

Minor Requirements (15 Credits)

An overall GPA of 2.67, 40 completed credits and acceptance into a degree program is required for enrollment in any business minor and business course 3000 level or higher. A student from outside the Huntsman School who desires to pursue any business minor must recognize that there may be prerequisites to the minor courses and that a GPA of 2.5 must be obtained for minor courses.

Course Number Course Name Semesters Taught Credits
ACCT 3410 Income Taxation I F, Sp, Su 3
PFP 5060 Personal Financial Planning and Advising F 3
PFP 5070 Retirement Planning Sp 3
PFP 5080 Estate Planning Sp 3

Choose one course from the following:

FIN 4460 Investments F, Sp 3
PFP 3460 Fundamentals of Personal Investing Sp 3

The courses above are registered with the Certified Financial Planner (CFP) Board of Standards. Students completing these courses as well as PFP 5090 (Financial Planning) will qualify to sit for the comprehensive CFP examination.

Available at the Following Location:

Logan Main Campus