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)
| Code | Title | Credit Hours |
|---|---|---|
| Required Courses | ||
| ACC 445 | Advanced Tax | 3 |
| FIN 251 | Fundamentals of Financial Planning | 3 |
| FIN 253 | Insurance Planning | 1.5 |
| FIN 254 | Estate Planning | 1.5 |
| FIN 255 | Investments for Financial Planning | 3 |
| FIN 256 | Retirement Savings and Income Planning | 3 |
| FIN 455 | 3 | |
| Total Credit Hours | 18 | |
Note: All minors require nine unique hours that are not used toward completion of other program requirements.
