College Catalog
One College Avenue, Williamsport PA 17701-5799 · (570) 326-3761 or (800) 367-9222
Minor in Financial Planning (MFP)
(Effective Fall 2004)
- School of Business & Computer Technologies
- Baccalaureate Degree Minor
REQUIREMENTS: A student would have to complete 18 credits in accordance with the following list. All course prerequisites apply. All courses are 3 credits.
Curriculum
| Credits | |||
|---|---|---|---|
| FIN305 | Fundamentals of Financial Planning | 3 | |
| LAS310 | Risk Management and Insurance | 3 | |
| FIN320 | Investments | 3 | |
| ACC331 | Income Taxation of Individuals | 3 | |
| FIN420 | Estate Planning | 3 | |
| FIN430 | Retirement Planning and Employee Benefits | 3 | |
| TOTAL CREDITS | 18 | ||
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Pennsylvania College of Technology does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience, and examination requirements.