Track requirements: 21 credits
| Code | Title | Credits |
|---|---|---|
| FIN 325 | Investment Analysis | 3 |
| FIN 340 | Principles of Insurance | 3 |
| FIN 353 | Personal Financial Planning for Financial Planners | 3 |
| FIN 511 | Retirement Planning and Employee Benefits | 3 |
| FIN 512 | Estate Planning and Taxation | 3 |
| FIN Elective (300 or higher except FIN 301) 1 | 3 | |
| FIN or ACC Elective (300 or higher except FIN 301) 1 | 3 | |
| Total Credits | 21 | |
| 1 | FIN 558 International Financial Management fulfills the Global and Cross-Cultural Business requirement and may also serve as a major elective. |
Students who complete this track by selecting ACC 343 and FIN 458 as the two electives will be eligible to sit for the Certified Financial Planner (CFP) exam. The completion of this track with these seven specific courses meets the CFP Board's Certification coursework requirement.