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
Options follow the learning outcomes of the major. For this option, refer to the learning outcomes of the Finance major.
| Code | Title | Credits |
|---|---|---|
| BA 240 | FINANCE 1 | 4 |
| 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