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.

Excel Proficiency
GEN BUS 106 Foundational Skills for Business Analysis1-2
or A A E 335 Introduction to Data Analysis using Spreadsheets
Personal Finance Core
CNSR SCI 201 Consumer Insights3
CNSR SCI 275 Consumer Finance3
CNSR SCI 355 Financial Coaching3
or CNSR SCI 301 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 Credits33-37
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
FallCreditsSpringCredits 
Communications A3Communications B3-4 
Ethnic Studies3ECON 101 (Quantitative Reasoning B)4 
MATH 1123Humanities3 
Science3Science3 
Elective2SoHE Breadth3 
 14 16-17 
Sophomore
FallCreditsSpringCredits 
CNSR SCI 2511INTER-HE 2021 
CNSR SCI 2753Literature3 
ECON 1024Science3 
Humanities3Statistics3 
GEN BUS 106 or A A E 335 (Excel proficiency)1-2Elective3 
Elective2  
 14-15 13 
Junior
FallCreditsSpringCreditsSummerCredits
ACCT I S 100 or 3003CNSR SCI 665 or R M I 3003CNSR SCI 6013
CNSR SCI 355 or 3013CNSR SCI 6353 
Social Science3-4Elective3 
Elective3Elective3 
Elective3Elective3 
 15-16 15 3
Senior
FallCreditsSpringCredits 
CNSR SCI 2013ACCT I S/​LAW  3293 
CNSR SCI 6273CNSR SCI 6753 
R M I 6203Elective3 
or Elective
Elective3 
Elective3Elective3 
Elective3  
 15 15 
Total Credits 120-123

Professors

Bartfeld, Collins, Shim, Wong

Associate Professors

Robb

Assistant Professors

Ashton, Bea, Harvey, Zhang

Faculty Associates

Andrews, Lepe, Murray, O'Brien, Olive, Sigler, Whelan

For more information, visit the School of Human Ecology faculty and staff directory