Personal Financial Planning Track

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

Finance majors interested in course work related to careers in personal financial planning may pursue a Personal Financial Planning Track in Finance and receive a Personal Financial Planning certificate of recognition from Bauer College 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

Additional Elective Hours Required:

  • Advanced Business Elective 3hrs (any 3000-4000 level business course)
  • Advanced Electives 6hrs (any 3000-4000 level course)
  • General Electives 6hrs (any 1000-4000 level course)

*Note: Students may not take both GENB 3300 Introduction to Personal Finance and FINA 4352 Personal Financial Planning for Professionals without approval of program manager.