Mar 20, 2023  
2021-2022 Undergraduate and Graduate Catalog 
2021-2022 Undergraduate and Graduate Catalog [ARCHIVED CATALOG]

Personal Financial Planning, Ph.D.

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About the Personal Financial Planning Graduate Programs

The School of Personal Financial Planning supervises degree programs leading to the Master of Science in Personal Financial Planning and the Doctor of Philosophy in Personal Financial Planning.

M.S. students must earn a C or better in all courses unless otherwise noted. Students must average a 3.0 GPA to maintain good standing with the Graduate School and to graduate. Up to 6 hours of PFP courses can be transferred into the M.S. degree from another university.  Students must earn a B or better in courses transferred into the degree program.  Ph.D. students are required to earn a B or better in all courses counted toward their degree.

Graduate degree programs in personal financial planning are registered by Certified Financial Planner Board of Standards, Inc. (CFP Board). The term CFP® identifies a financial planning professional who has met educational standards, passed the CFP® Certification Examination, satisfied a work experience requirement, and agreed to the CFP Board’s Code of Ethics and Professional Responsibility. The terms CFP® and Certified Financial Planner™ represent the most respected professional certification in the financial planning profession.

Admission. Applicants may apply to a graduate program by visiting the Graduate School website or by visiting the School of Personal Financial Planning website.

About the Personal Financial Planning Doctoral Program

This doctoral degree requires a minimum of 60 semester hours of graduate work beyond the bachelor’s degree, exclusive of credit for the dissertation. Up to 25 hours of leveling classes may be required for students who have not completed a CFP Board-Registered financial planning program. Students develop their courses of study in consultation with a graduate advisory committee. Following the completion of theory and research collateral coursework, a qualifying examination for admission to candidacy for the Ph.D. degree will be conducted in accordance with the requirements of the Graduate School.

Contact: Dr. Charlene Kalenkoski, 806.834.1211,

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