Financial Planning and Wealth Management Minor

The minor teaches the core principles and application associated with financial planning and wealth management for individuals and families. The minor includes the principles of setting financial goals, management of finances, asset protection and risk management, tax management strategies, and managing distributions from wealth and savings. The knowledge and skills are designed to be applied to the unique circumstances of individuals and families to achieve their particular goals.

Program Requirements

(18 semester hours)

Required Courses
ACC 445Advanced Tax3
FIN 251Fundamentals of Financial Planning3
FIN 253Insurance Planning1.5
FIN 254Estate Planning1.5
FIN 255Investments for Financial Planning3
FIN 256Retirement Savings and Income Planning3
FIN 4553
Total Credit Hours18

Note: All minors require nine unique hours that are not used toward completion of other program requirements.