Within the personal finance program, students may choose to complete the financial planning option. This financial planning option is registered with the Certified Financial Planner® Board of Standards. The coursework is interdisciplinary with an emphasis on financial management and the economic well-being of individuals and families. The financial planning option is the more traditional personal finance program leading to careers in counseling, coaching, and wealth management. Graduates of the financial planning option leave fully prepared to sit for the prestigious Certified Financial Planner® exam, which SoHE students pass well above the national average
Personal Finance: Financial Planning
Core requirements for the named option are below. Students should follow the curriculum requirements in place at the time they entered the major. This requirement list should be used in combination with a DARS report.
| Code | Title | Credits |
|---|---|---|
| Excel Proficiency | ||
| GEN BUS 106 | Foundational Skills for Business Analysis | 1-2 |
| or A A E 335 | Introduction to Data Analysis using Spreadsheets | |
| Personal Finance Core | ||
| CNSR SCI 201 | Consumer Insights | 3 |
| CNSR SCI 275 | Consumer Finance | 3 |
| CNSR SCI 355 | Financial Coaching | 3 |
| or CNSR SCI 301 | Consumer Analytics | |
| ACCT I S 100 | Introductory Financial Accounting | 3 |
| or ACCT I S 300 | Accounting Principles | |
| Financial Planning Courses | ||
| CNSR SCI 627 | Advanced Consumer Finance | 3 |
| CNSR SCI 635 | Estate Planning for Financial Planners | 3 |
| CNSR SCI 675 | Family Financial Counseling | 3 |
| ACCT I S/LAW 329 | Taxation: Concepts for Business and Personal Planning | 3 |
| Select CNSR SCI 665 or R M I 300 & R M I 620 sequence (3 or 6 credits): | 3-6 | |
| Household Risk Management | ||
| OR | ||
| Principles of Risk Management and Employee Benefits Management | ||
| Professional Development | ||
| CNSR SCI 251 | Financial Services Leadership Symposium 1 | 1 |
| INTER-HE 202 | SoHE Career & Leadership Development | 1 |
| CNSR SCI 601 | Consumer Science Internship | 3 |
| Electives | ||
Select electives to bring degree credit total to 120 | ||
| Total Credits | 33-37 | |
- 1
CNSR SCI 251 Financial Services Leadership Symposium may be repeated for up to 2 credits. The additional credit will be counted as an elective.
This is a sample four-year plan for Personal Finance: Financial Planning. We encourage all students to consult with their academic advisor to develop an individualized plan that meets their specific needs.
| Freshman | |||||
|---|---|---|---|---|---|
| Fall | Credits | Spring | Credits | ||
| Communications A | 3 | Communications B | 3-4 | ||
| Ethnic Studies | 3 | ECON 101 (Quantitative Reasoning B) | 4 | ||
| MATH 112 | 3 | Humanities | 3 | ||
| Science | 3 | Science | 3 | ||
| Elective | 2 | SoHE Breadth | 3 | ||
| 14 | 16-17 | ||||
| Sophomore | |||||
| Fall | Credits | Spring | Credits | ||
| CNSR SCI 251 | 1 | INTER-HE 202 | 1 | ||
| CNSR SCI 275 | 3 | Literature | 3 | ||
| ECON 102 | 4 | Science | 3 | ||
| Humanities | 3 | Statistics | 3 | ||
| GEN BUS 106 or A A E 335 (Excel proficiency) | 1-2 | Elective | 3 | ||
| Elective | 2 | ||||
| 14-15 | 13 | ||||
| Junior | |||||
| Fall | Credits | Spring | Credits | Summer | Credits |
| ACCT I S 100 or 300 | 3 | CNSR SCI 201 | 3 | CNSR SCI 601 | 3 |
| CNSR SCI 665 | 3 | CNSR SCI 635 | 3 | ||
| Social Science | 3-4 | Elective | 3 | ||
| Elective | 3 | Elective | 3 | ||
| Elective | 3 | Elective | 3 | ||
| 15-16 | 15 | 3 | |||
| Senior | |||||
| Fall | Credits | Spring | Credits | ||
| CNSR SCI 355 or 301 | 3 | ACCT I S/LAW 329 | 3 | ||
| CNSR SCI 627 | 3 | CNSR SCI 675 | 3 | ||
| Elective | 3 | Elective | 3 | ||
| Elective | 3 | Elective | 3 | ||
| Elective | 3 | Elective | 3 | ||
| 15 | 15 | ||||
| Total Credits 120-123 | |||||
For more information, visit the School of Human Ecology Consumer Science faculty and staff directory.