Personal Financial Planning Major, B.S. in B.A.

B.S. in B.A.

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 Professional Business Studies. 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.

Program Requirements

Common Body of Knowledge Courses I (6 hours)

BUS 100	Essential Business Skills	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:

BUS 300QR	Applied Business Statistics	3(3-0)
BUS 503QR	Applied Lean Six Sigma	3(3-0)

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:

FIN 335	Real Estate Principles	3(3-0)
FIN 425	Options and Futures	3(3-0)
FIN 455	Portfolio Management	3(3-0)
FIN 472	Money and Capital Markets	3(3-0)
FIN 490	Internship in Finance	1-3(Spec)
FIN 573	International Finance	3(3-0)
MKT 340	Personal Selling	3(3-0)

Bulletins