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 

A complete list of requirements is below. Students should follow the curriculum requirements in place at the time they entered the major. Curriculum checksheets from previous academic years are available online. This requirement list should be used in combination with a DARS report.

Personal Finance Core
CNSR SCI 201 Consumer Research & Analysis3
CNSR SCI 275 Consumer Finance3
CNSR SCI 355 Financial Coaching3
or CNSR SCI 301 Advanced Consumer Analytics
ACCT I S 100 Introductory Financial Accounting3
or ACCT I S 300 Accounting Principles
Financial Planning Courses
CNSR SCI 627 Advanced Consumer Finance3
CNSR SCI 635 Estate Planning for Financial Planners3
CNSR SCI 675 Family Financial Counseling3
ACCT I S/​LAW  329 Taxation: Concepts for Business and Personal Planning3
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 11
INTER-HE 202 SoHE Career & Leadership Development1
CNSR SCI 601 Consumer Science Internship3
Electives
Select electives to bring degree credit total to 120
Total Credits32-35