The personal financial planning major provides a basic competency in the functional areas of finance and provides students with the education foundation that is needed to prepare students for professional exams such as the Series 7, CFP and CFA. Like the finance major, the personal financial planning major combines the applications of analytical skills to the problems facing financial managers, financial institutions and individual investors while developing an understanding of today’s financial markets. The program leads to careers in business financial management, banking, securities and commodity brokerage, consulting, insurance, financial planning and small business entrepreneurship. Students who have completed the personal financial management major have the option of private consulting. Becoming a Certified Financial Planner (CFP)* is another option by electing to take a national exam.
*CFP® and CERTIFIED FINANCIAL PLANNER® are federally registered marks of the Certified Financial Planner Board of Standards, Inc. (CFB Board).
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*Courses will be chosen with the consent of the adviser.
This major does not require a minor.