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Bulletins

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

B.S. in B.A. degree
Major Map

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 100Essential Business Skills

3(3-0)

MGT 499Integrated Capstone-Strategic Management

3(3-0)

Common Body of Knowledge Courses II (3 hours)

Select one of the following:

BUS 300QRApplied Business Statistics

3(3-0)

BUS 503QRApplied Lean Six Sigma

3(3-0)

Required Courses I (18 hours)

ACC 311Federal Income Taxation I

3(3-0)

FIN 307Fundamentals of Personal Financial Planning

3(3-0)

FIN 317Insurance Planning

3(3-0)

FIN 347Retirement Planning

3(3-0)

FIN 445/BLR 445Personal Estate Planning

3(3-0)

FIN 447Cases in Personal Financial Planning

3(3-0)

Required Courses II (3 hours)

Select one of the following:

FIN 310Investment Strategies for Personal Financial Planners

3(3-0)

FIN 315Principles of Investments

3(3-0)

Electives (6 hours)

Select two courses from the following:

FIN 335Real Estate Principles

3(3-0)

FIN 425Options and Futures

3(3-0)

FIN 455Portfolio Management

3(3-0)

FIN 472Money and Capital Markets

3(3-0)

FIN 490Internship in Finance

1-3(Spec)

FIN 573International Finance

3(3-0)

MKT 340Personal Selling

3(3-0)

Total: 36 semester hours