Nov 08, 2024

2023-2024 General Catalog

2023-2024 General Catalog ARCHIVED CATALOG: To search archives, MUST use search box to left. Current catalog: catalog.usu.edu.

Personal Financial Planning - Minor

Jon M. Huntsman School of Business

Department of Economics and Finance

There is high demand for financial planning advice and the minor in Personal Financial Planning satisfies the education criteria needed to sit for the Certified Financial Planner (CFP)^© examination. Set yourself apart as a financial advisor with the industry-leading certification or better prepare yourself to handle your own finances with this minor. There is no GPA requirement but all courses require a B- or better to fulfill the minor requirements. Courses required for this minor may not be taken pass/fail.

Minor Requirements (18 credits)

ACCT 3520 - Individual Taxation 3 credit(s) or
FIN 5050 - Financial Tax Planning 3 credit(s)
FIN 3300 - Fundamentals of Finance II 3 credit(s)
FIN 5060 - Personal Financial Planning and Advising 3 credit(s)
FIN 5070 - Retirement Planning 3 credit(s)
FIN 5080 - Estate Planning 3 credit(s)
FIN 5090 - Personal Financial Plans 3 credit(s)

Note:

The courses above are registered with the Certified Financial Planner (CFP)^© Board of Standards. Students completing these courses will qualify to sit for the comprehensive CFP^©Examination.

Licensure Notification

This program was designed to meet licensing qualifications in the state of Utah. If students wish to work in another state within the United States, they should review the qualifications for that state.

According to the most recent information from the sponsoring department, this program meets licensure requirements in all states within the United States.

For more information, please contact the Todd Griffith at todd.griffith@usu.edu.