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Minor in Personal Financial Planning

Personal Financial Planning Minor IconThe 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 (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.

Advisor Contact Info

Logan Advising

Ben Elwood

Ben Elwood

Office: EBB 309
Phone Number: 435.797.2272
Email: ben.elwood@usu.edu

Schedule an Appointment

Regional Campus Advising

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

Regional Campus Advisors

Available at the Following Locations:

Logan Campus