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 & Analysis||3|
|CNSR SCI 275||Consumer Finance||3|
|CNSR SCI 355||Financial Coaching||3|
|or CNSR SCI 301||Advanced 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|
| Principles of Risk Management|
and Employee Benefits Management
|CNSR SCI 251||Financial Services Leadership Symposium 1||1|
|INTER-HE 202||SoHE Career & Leadership Development||1|
|CNSR SCI 601||Consumer Science Internship||3|
Select electives to bring degree credit total to 120
CNSR SCI 251 Financial Services Leadership Symposium may be repeated for up to 2 credits. The additional credit will be counted as an elective.