Personal Financial Planning B.A. and B.S.
Bachelor of Arts: 72 credit hours in major
Bachelor of Science: 75 credit hours in major
The personal financial planning programs are CFP board certified and satisfy the CFP education requirement; students who complete a degree in Personal Financial Planning are eligible to sit for the CFP final exam. Personal financial planning includes the core areas of personal financial management: investment planning, estate planning, risk management, retirement planning, employee benefits, and income tax planning. Students will learn to analyze and evaluate the financial planning needs of individuals and small businesses; they will learn how to effectively make recommendations contained in that financial plan. While a degree in personal financial planning prepares and positions students for a career in the financial services industry, the financial planning skills they acquire will serve them no matter what career path they choose.
A degree in personal financial planning requires the completion of the following courses:
Core business and GE business courses (48 credit hours)
GE Requirements for Bachelor of Arts
GE Requirements for Bachelor of Science
General Education Business Requirements
Core Business Requirements
Eight required major courses (24 credit hours)
For the BS, students will select one elective course (3 credit hours) from among the following options: