2006-07 Catalog Archive (Archived July 31, 2006)
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Financial Planning (001)
Competency Credential
The competency credential in Financial Planning is designed to provide a broad background in financial planning for those students who desire to become a CERTIFIED FINANCIAL PLANNER(tm) practitioner. Students are awarded a certificate of participation after completing the six required courses for the program. Students completing the competency credential in Financial Planning are eligible to sit for the CFP® Certification Examination. Prior to licensing, candidates also must provide evidence of financial planning work related experience, sign an affidavit disclosing prior business conduct, and agree to adhere to the CFP Board's Code of Ethics and Professional Responsibility. For more information on obtaining the CFP license, see the program coordinator.
| Credits | |||
|---|---|---|---|
| FIN305 | Fundamentals of Financial Planning | 3 | |
| LAS310 | Risk Management and Insurance | 3 | |
| ACC331 | Income Taxation of Individuals | 3 | |
| FIN320 | Investments | 3 | |
| FIN420 | Estate Planning | 3 | |
| FIN430 | Retirement Planning and Employee Benefits | 3 | |
| 18 | |||
Required prerequisites ACC 112 Accounting I and ACC 122 Accounting II or ACC 113 Introduction to Financial Accounting. Additional recommended prerequisites: FIN 220, ECO 111, ECO 112, MGT 230, MGT 231, MGT 241, MGT 315, CSC 110, MTH 160.
Contact: School of Business & Computer Technologies