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Bulletins

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 100Introduction to Business

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 351QRApplied Business Analytics

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