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Financial Planning Minor
Program type:
Minor
Format:
On Campus
Est. time to complete:
2-3 semesters
Credit Hours:
21
Add to your education by learning about financial planning and completing the education
requirements needed to become a Certified Financial Planner™.
A minor in Financial Planning can be both professionally and personally beneficial
by teaching you about the 7-step financial planning process, investment management,
retirement strategies and risk management techniques.
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Request More InfoWhy Earn a Financial Planning Minor?
The coursework in the Financial Planning program will focus on areas such as:
- Estate planning
- Insurance and Risk Management
- Investments
- Federal Income Taxation
- Retirement Planning and Employee Benefits
- Techniques in effective financial planning
Financial Planning Minor Courses You Could Take
Federal Income Taxation (3 hrs)
Comprehensive introduction to the U.S. federal income tax system. Emphasizes the taxation
of individuals but many topics also apply to business entities. Coverage includes
technical tax rules and motivations behind these rules, as well as tax planning opportunities
and limitations.
Investments (3 hrs)
First course for the individual investor. Idea of investment value; necessary prerequisites
for an investment program; policies; economic and industry factors; introduction to
security analysis and valuation; operation of security markets; security laws.
Personal Risk Management (3 hrs)
Surveys the risk management and insurance disciplines from the individual’s perspective.
The course incorporates an award-winning project where students create their own grade
insurance product and market it to other students. Recommended for all students, regardless
of major field of interest. This course also serves as a basis for more advanced RMIN
courses.
Retirement Planning and Employee Benefits (3 hrs)
Explore various retirement plans and employee benefits typically offered through most
employers. Reasons for employee benefit programs; group life, medical expense and
disability income insurance programs; health maintenance organizations; pension programs
and profit-sharing plans; tax considerations and government regulations.
Estate Planning (3 hrs)
Planning process and selected techniques for efficient disposition and administration
of property interests; various tools, including wills, trusts, life insurance settlement
options and powers of appointment; pertinent income, estate and gift tax provisions.
Personal Finance (3 hrs)
This class is an introduction to financial literacy and covers financial planning,
insurance, budgeting, credit/debt management, home ownership, savings, investment,
and tax problems. It uses research-driven materials, assignments, assessments, and
a signature project that are geared towards improving financial literacy.
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