Financial Planning Minor

The objective of the Financial Planning minor is to provide students with an introduction to the financial planning industry. The minor is not registered with CFP Board, although many of the courses can be used towards fulfill the education coursework requirement for the CFP® certification. The FPL minor requires students to complete four specialization courses; as such, only two courses can also be counted towards a different major or minor.

Required Courses – Class of 2018, 2019, or 2020 or Declaration of Minor 2015 or 2016: (three courses)

This minor applies to students who entered as declared Financial Planning majors in the Classes of 2018, 2019, or 2020, or Class of 2017 students who declared the Financial Planning major in 2015 or 2016. These students may be able to complete a Masters of Science in Financial Services over a 5-year period. Please consult the Finance Department Chair for further information. 

Required Elective Courses
FPL 200Personal Financial Planning3
FPL 300/FIN 605Retirement Plan3
FPL 495/FIN 620Financial Planning Capstone3
Restricted Elective Course
Select one of the following:3
Any FPL course not already required
Introduction to Insurance
Broad Elective Courses
Select two of the following:6
Any FPL course not already required
Introduction to Insurance
Trusts & Estate Administration
Federal Income Taxation
Introductory Economics Micro
Introductory Economics Macro
Communication in Soc Contexts
Introductory Psychology
Adulthood and Aging
Psychology of Emotion
Social Gerontology
Consumr Cult & Globl Perspctve