Nov 21, 2024

2024-2025 Undergraduate Catalog

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2024-2025 Undergraduate Catalog

Financial Planning Minor

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This proposal is for a Financial Planning (FINP) minor is designed to provide students with a strong and rigorous foundation in Personal Financial Planning. In addition to covering an overview of the profession, FINP program is designed to equip students with strong foundations in retirement planning, employee benefit, comprehensive overview of investment theory, effective client communication techniques, estate planning, and risk management/insurance.

Take each course on this list:

FIN 323 - Investment Credits: 3
FIN 343 - Consumption Economics/Personal Finance Credits: 3
FIN 350 - Communication and Counseling Skills for Financial Planners Credits: 3
FIN 378 - Estate Planning Credits: 3
FIN 386 - Advanced Financial Topics in Wealth Management Credits: 3
FIN 394 - Retirement Planning Credits: 3
FIN 410 - Federal Tax I Credits: 3
FIN 412 - Risk Management & Insurance Credits: 3
FIN 494 - Development of Financial Plan Credits: 3

Total: 27 Hours