Financial Planning Option
This option is offered within the following major(s):
Also available via 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
Code | Title | Credits |
---|---|---|
BA 240 | FINANCE | 4 |
or BA 360 | INTRODUCTION TO FINANCIAL MANAGEMENT | |
FIN 341 | INVESTMENTS | 4 |
FIN 460 | PRINCIPLES OF FINANCIAL PLANNING | 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 |
Option Code: 029