Personal Financial Planning Major, B.S. in B.A.
B.S. in B.A. degree
The Personal Financial Planning major prepares students for a career in personal financial planning and personal financial consulting.
Admission Requirements, Retention & Termination Standards
To declare a major in Personal Financial Planning, see an advisor in the Department of Finance and Law.
- To register for most of the courses on the major, students must be admitted to the Bachelor of Science in Business Administration (BSBA). Please see the bulletin for course prerequisites.
- At least 18 hours of Finance coursework must be taken at CMU.
- Only FIN 490 may be taken as Credit/No Credit and counted toward the major.
- Students with this major may not count FIN 307, FIN 317, FIN 347, FIN 445/BLR 445, and FIN 447 toward the Finance Minor.
Program Requirements
Common Body of Knowledge Courses I (6 hours)
| BUS 100 | Introduction to Business | 3(3-0) |
| MGT 499 | Integrated Capstone-Strategic Management | 3(3-0) |
Common Body of Knowledge Courses II (3 hours)
Select one of the following:
Required Courses I (18 hours)
| ACC 311 | Federal Income Taxation I | 3(3-0) |
| FIN 307 | Fundamentals of Personal Financial Planning | 3(3-0) |
| FIN 317 | Insurance Planning | 3(3-0) |
| FIN 347 | Retirement Planning | 3(3-0) |
| FIN 445/BLR 445 | Personal Estate Planning | 3(3-0) |
| FIN 447 | Cases in Personal Financial Planning | 3(3-0) |
Required Courses II (3 hours)
Select one of the following:
| FIN 310 | Investment Strategies for Personal Financial Planners | 3(3-0) |
| FIN 315 | Principles of Investments | 3(3-0) |
Electives (6 hours)
Select two courses from the following:
Total: 36 semester hours