College Catalog

Minor in Financial Planning (MFP)

(Effective Fall 2004)

Performance Standards

  • A student must complete 12 of the 18 required credits at Penn College.
  • Twelve of the 18 required credits must be taken at the 200 level or higher.
  • All course work applied to a minor must be completed with a grade of 'C' or higher; pass/fail courses cannot be applied toward a minor.

Curriculum

Credits
FIN305Fundamentals of Financial Planning 3 
LAS310Risk Management and Insurance 3 
FIN320Investments 3 
ACC331Income Taxation of Individuals 3 
FIN420Estate Planning 3 
FIN430Retirement Planning and Employee Benefits 3 
TOTAL CREDITS 18

Pennsylvania College of Technology does not certify individuals to use the CFP® and CERTIFIED FINANCIAL PLANNER™ 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.

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