Within the Personal Finance program, students may choose to complete the Financial Planning option. This Financial Planning option is registered with the Certified Financial Planner® Board of Standards. The coursework is interdisciplinary with an emphasis on financial management and the economic well-being of individuals and families. The Financial Planning option is the more traditional Personal Finance program leading to careers in counseling, coaching, financial planning, and wealth management. Graduates of the Financial Planning option leave fully prepared to sit for the prestigious Certified Financial Planner® exam, which Human Ecology students pass well above the national average
Requirements
Core requirements for the named option are below. Students should follow the curriculum requirements in place at the time they entered the major. This requirement list should be used in combination with a DARS report.
| Code | Title | Credits |
|---|---|---|
| Math | ||
| Select one of the following (or may be satisfied by placement exam): | 0-3 | |
| College Algebra | ||
| Precalculus | ||
| Statistics | ||
| Select one of the following: | 3-4 | |
| Introduction to Statistical Methods | ||
| Statistics for Sociologists I | ||
| Introductory Applied Statistics for the Life Sciences | ||
| Basic Statistics for Psychology | ||
| Statistics: Measurement in Economics | ||
| Economics | ||
| ECON 101 | Principles of Microeconomics | 4 |
| ECON 102 | Principles of Macroeconomics | 3-4 |
| Excel Proficiency | ||
| Select one course from the following: | 1-2 | |
| Foundational Skills for Business Analysis | ||
| Introduction to Data Analysis using Spreadsheets | ||
| Personal Finance Core | ||
| CNSR SCI 201 | Consumer Insights | 3 |
| CNSR SCI 275 | Introduction to Personal Financial Planning | 3 |
| CNSR SCI 355 | Financial Coaching | 3 |
| ACCT I S 100 | Introductory Financial Accounting | 3 |
| or ACCT I S 300 | Accounting Principles | |
| Financial Planning Courses | ||
| CNSR SCI 627 | Advanced Consumer Finance | 3 |
| CNSR SCI 635 | Estate Planning for Financial Planners | 3 |
| CNSR SCI 645 | Retirement Planning for Financial Planners | 3 |
| CNSR SCI 675 | Family Financial Counseling | 3 |
| ACCT I S 329 | Taxation: Concepts for Business and Personal Planning | 3 |
| CNSR SCI 665 | Household Risk Management | 3 |
| Career Readiness | ||
| CNSR SCI 251 | Financial Services Leadership Symposium 1 | 1 |
| INTER-HE 202 | SoHE Career & Leadership Development | 1 |
| INTER-HE 601 | Internship | 3 |
| Electives | ||
| Select electives to bring degree credit total to 120 | ||
- 1
CNSR SCI 251 Financial Services Leadership Symposium may be repeated for up to 2 credits. The additional credit will be counted as an elective.
Four-Year Plan
This is a sample four-year plan for Personal Finance: Financial Planning. It is intended as a general guide and may not reflect the most current course offerings or requirement designations. We encourage all students to work with their academic advisor to develop an individualized plan and to verify all degree requirements through their DARS report.
| Freshman | |||||
|---|---|---|---|---|---|
| Fall | Credits | Spring | Credits | ||
| GEN BUS 106 or A A E 335 (Excel proficiency) | 1-2 | INTER-HE 202 | 1 | ||
| MATH 112 | 3 | ECON 101 | 4 | ||
| Communication A | 3 | Communication B | 3-4 | ||
| Ethnic Studies | 3 | Humanities | 3 | ||
| Science | 3 | Science | 3 | ||
| Elective | 2 | ||||
| 15-16 | 14-15 | ||||
| Sophomore | |||||
| Fall | Credits | Spring | Credits | ||
| CNSR SCI 251 | 1 | ACCT I S 100 or 300 | 3 | ||
| CNSR SCI 275 | 3 | CNSR SCI 201 | 3 | ||
| ECON 102 | 4 | Humanities | 3 | ||
| Humanities | 3 | Statistics | 3 | ||
| Human Ecology Breadth | 2 | Human Ecology Breadth | 3 | ||
| 13 | 15 | ||||
| Junior | |||||
| Fall | Credits | Spring | Credits | Summer | Credits |
| CNSR SCI 355 | 3 | CNSR SCI 635 | 3 | INTER-HE 601 | 3 |
| CNSR SCI 627 | 3 | CNSR SCI 645 | 3 | ||
| Social Science | 3-4 | Science | 3 | ||
| Elective | 3 | Elective | 3 | ||
| Elective | 3 | Elective | 3 | ||
| 15-16 | 15 | 3 | |||
| Senior | |||||
| Fall | Credits | Spring | Credits | ||
| CNSR SCI 665 | 3 | ACCT I S 329 | 3 | ||
| Elective | 3 | CNSR SCI 675 | 3 | ||
| Elective | 3 | Elective | 3 | ||
| Elective | 3 | Elective | 3 | ||
| Elective | 3 | Elective | 3 | ||
| 15 | 15 | ||||
| Total Credits 120-123 | |||||