Lindenwood

Undergraduate Catalog 2014-2015


Personal Financial Planning B.A. and B.S.

Degrees

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.

Requirements

A degree in personal financial planning requires the completion of the following courses:

Core business and GE business courses (48 credit hours)

See:

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)

ACCT 41050Income Tax

3

FIN 32020Investments I

3

FIN 32030Consumer Finance

3

FIN 32035Retirement Planning

3

FIN 32036Estate Planning

3

FIN 32040Risk & Insurance

3

FIN 42020Investments II

3

FIN 42030Financial Planning Capstone

3

For the BS, students will select one elective course (3 credit hours) from among the following options:

ACCT 31020Financial Accounting and Reporting I

3

ACCT 31021Financial Accounting and Reporting II

3

ACCT 41070Financial Statement Analysis

3

ECON 33025Money and Banking

3

FIN 39000-39999Special Topics in Finance

1-3

FIN 42010Corporate Finance II

3

FIN 49000-49999Special Topics in Finance

1-3

PS 32000Public Finance

3