Finance: Financial Planning Track

Track requirements: 21 credits

FIN 325Investment Analysis3
FIN 340Principles of Insurance3
FIN 353Personal Financial Planning for Financial Planners3
FIN 511Retirement Planning and Employee Benefits3
FIN 512Estate Planning and Taxation3
FIN Elective (300 or higher except FIN 301) 13
FIN or ACC Elective (300 or higher except FIN 301) 13
Total Credits21

Students who complete this track by selecting ACC 343 and FIN 458 as 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.