Why CFP?

Meet Brittney Castro, CFP®, Rianka Dorsainvil, CFP®, and Justin Sullivan, CFP®, and hear why they love their careers as CFP® professionals. Video courtesy of Certified Financial Planner Board of Standards.


Personal Financial Planning Track

The Personal Financial Planning Track in Finance is a complete undergraduate education in Personal Financial Planning culminating in a BBA in Finance. The Personal Financial Planning Track is a specialization of the traditional BBA in Finance and gives graduates the leading edge when entering the Personal Financial Planning industry. The PFP Track is approved by the Certified Financial Planner Board of Standards as meeting the educational requirements to sit for the CFP® Exam. The CFP® Designation is the most prestigious designation that can be earned in the Financial Planning industry. More information about becoming a Certified Financial Planner™ can be found at cfp.net

Students of the Personal Financial Planning Track in Finance are finance majors who take a series of pre-selected finance classes and business electives in their junior and senior years. Students who successfully complete the program will receive a BBA in Finance and a certificate in Personal Financial Planning. Finance majors interested in course work related to careers in personal financial planning may pursue a Personal Financial Planning (PFP) Track in Finance by meeting the following requirements within the Finance Major:

  • FINA 4320 - Investment Management Credit Hours: 3.0
  • FINA 4325 - Retirement and Estate Planning Credit Hours: 3.0
  • FINA 4330 - Corporate Finance Credit Hours: 3.0
  • FINA 4352 - Personal Financial Planning Credit Hours: 3.0*
  • FINA 4353 - Practicum in Personal Financial Planning for Professionals Credit Hours: 3.0
  • FINA 4354 - Risk Management and Insurance Credit Hours: 3.0
  • ACCT 4331 - Federal Income Tax 1 - Individual Credit Hours: 3.0

Learn More

To learn more about the Personal Financial Planning Track, contact Academic Advisor Bethany Rose, btolar@uh.edu.