Personal Financial Planning, B.S.

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About the Undergraduate Program

Bachelor of Science in Personal Financial Planning. Students majoring in personal financial planning are prepared for careers in financial planning in private practice, financial institutions, and governmental and social agencies. The program features extensive coursework in financial planning in addition to courses in business, accounting, economics, and communications. Students will develop a background for graduate study and for certifications as financial planners and counselors.

Students studying personal financial planning must earn a C or better in all support and major course requirements and maintain a 2.8 or better GPA to enroll in upper-division classes. The program also requires a paid residency in the financial planning/services industry, typically completed the summer prior to the senior year.

Recommended Curriculum

First Year

Fall

HUSC 1100 - Introduction to Human Sciences 1 Semester Credit Hours
OR
IS 1100 - RaiderReady: Freshman Seminar 1 Semester Credit Hours
ENGL 1301 - Essentials of College Rhetoric 3 Semester Credit Hours
MATH 1330 - Introductory Mathematical Analysis I 3 Semester Credit Hours
(Prerequisites apply.)
CFAS 2300 - Communication, Civility, and Ethics 3 Semester Credit Hours
POLS 1301 - American Government, Organization 3 Semester Credit Hours

Total: 13

Spring

ENGL 1302 - Advanced College Rhetoric 3 Semester Credit Hours
(Prerequisites apply.)
MATH 1331 - Introductory Mathematical Analysis II 3 Semester Credit Hours
(Prerequisites apply.)
PFP 3301 - Introduction to Personal Finance 3 Semester Credit Hours
ECO 2301 - Principles of Economics I 3 Semester Credit Hours
Life & Physical Sciences 4 Semester Credit Hours *

Total: 16

Second Year

Fall

PHIL 2320 - Introduction to Ethics 3 Semester Credit Hours *
ENGL 2311 - Introduction to Technical Writing 3 Semester Credit Hours
(Prerequisites apply.)
ACCT 2300 - Financial Accounting 3 Semester Credit Hours
(Prerequisites apply.)
MATH 2345 - Introduction to Statistics with Application to Business 3 Semester Credit Hours
(Prerequisites apply.)
PFP 2315 - Personal Financial Planning for Professionals 3 Semester Credit Hours
(Prerequisites apply.)

Total: 15

Spring

POLS 2302 - American Public Policy 3 Semester Credit Hours
ACCT 3307 - Income Tax Accounting 3 Semester Credit Hours
(Prerequisites apply.)
PFP 3321 - Personal Finance: Financial Counseling and Consumer Credit 3 Semester Credit Hours
ECO 2302 - Principles of Economics II 3 Semester Credit Hours
PFP 2333 - Legal and Regulatory Aspects of Personal Financial Planning 3 Semester Credit Hours
(Prerequisites apply.)

Total: 15

Third Year

Fall

PFP 3378 - Estate Planning 3 Semester Credit Hours
(Prerequisites apply.)
PFP 3330 - Communication and Counseling Skills for Financial Planners 3 Semester Credit Hours
(Prerequisites apply.)
PFP 3376 - Fundamentals of Asset Management 3 Semester Credit Hours
(Prerequisites apply.)
PFP 3374 - Retirement Planning 3 Semester Credit Hours
(Prerequisites apply.)
PFP 3198 - Professional Development in Personal Financial Planning I 1 Semester Credit Hours
(Prerequisites apply.)
PFP 4175 - Special Topics in Personal Financial Planning 1 Semester Credit Hours

Total: 14

Spring

PFP 3497 - Risk Management and Insurance Planning 4 Semester Credit Hours
(Prerequisites apply.)
PFP 3350 - Individual Tax Planning Topics 3 Semester Credit Hours
(Prerequisites apply.)
Creative Arts 3 Semester Credit Hours *
PFP 3298 - Professional Development in Personal Financial Planning II 2 Semester Credit Hours
(Prerequisites apply.)
PFP 3386 - Wealth Management 3 Semester Credit Hours
(Prerequisites apply.)

Total: 15

Summer I

PFP 3399 - Professional Residency in Personal Financial Planning 3 Semester Credit Hours
(Prerequisites apply.)

Total: 3

Fourth Year

Fall

PFP 4175 - Special Topics in Personal Financial Planning 1 Semester Credit Hours
HIST 2300 - History of the United States to 1877 3 Semester Credit Hours
PFP 4380 - Professional Technology in Personal Financial Planning 3 Semester Credit Hours
(Prerequisites apply.)
Life & Physical Sciences 4 Semester Credit Hours *
Elective 3 Semester Credit Hours

Total: 14

Spring

PFP 4370 - Personal Financial Planning Capstone 3 Semester Credit Hours
(Prerequisites apply.)
PFP Elective (see advisor) (5) Semester Credit Hours
HIST 2301 - History of the United States Since 1877 3 Semester Credit Hours
PFP 4175 - Special Topics in Personal Financial Planning 1 Semester Credit Hours
Human Sciences Core Elective 3 Semester Credit Hours

Total: 15

Total Hours: 120

* Choose from core curriculum requirements.

Human Sciences Core Elective

HS core choose 1 course from:

ADRS 2310 - Understanding Alcohol, Drugs, and Addictive Behaviors 3 Semester Credit Hours
NS 1325 - Nutrition, Foods, and Healthy Living 3 Semester Credit Hours
HDFS 2322 - Partnering: The Development of Intimate Relationships 3 Semester Credit Hours