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Minor in Personal Financial Planning

Logan Advising

Advisor: Lisa Hunsaker
Office: Business 309
Phone Number: 435.797.2272
Email: lisa.hunsaker@usu.edu

 

 

 

 

 

 

Minor Requirements (15 Credits)

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:

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