Financial Planning Option
This option is available within the Finance major at the following locations:
- Corvallis
- Ecampus
The Financial Planning Option provides the coursework required to sit for the Certified Financial Planner Certification Exam, a required component for certified financial planners. Coursework includes financial management, investments, and financial, tax, estate, insurance, and retirement-planning that culminates in a Capstone comprehensive financial plan.
Option Code: 029
Upon successful completion of the program, students will meet the following learning outcomes:
- Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum.
- Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.
- Apply the CFP Board Financial Planning Practice Standards to the financial planning process.
| Code | Title | Credits |
|---|---|---|
| BA 240 | FINANCE 1 | 4 |
| or BA 360 | INTRODUCTION TO FINANCIAL MANAGEMENT | |
| FIN 341 | INVESTMENTS 1 | 4 |
| FIN 460 | PRINCIPLES OF FINANCIAL PLANNING 1 | 4 |
| FIN 461 | INSURANCE PLANNING | 2 |
| FIN 462 | TAX PLANNING | 2 |
| FIN 463 | RETIREMENT PLANNING | 2 |
| FIN 464 | ESTATE PLANNING | 2 |
| FIN 465 | FINANCIAL PLANNING CAPSTONE | 4 |
| Total Credits | 24 | |
- 1
Courses may double-count between the Finance major and this option
Option Code: 029