Financial Planning, Minor
Minor in Financial Planning (640006M)
Financial planning prepares you to assist individuals to develop short and long term financial goals and to utilize financial strategies and products to reach those goals. The 24 credit minor in Financial Planning helps students start acquiring the educational foundation for a career in financial planning and will qualify them to take the Certified Financial Planner Certification Examination
College of Business Undergraduate Programs
http://www.uakron.edu/business/advising
(330) 972-7042
businessadvising@uakron.edu
College of Business room 260
The following information has official approval of The Department of Finance and The College of Business, but is intended only as a guide. Completion of this minor is contingent upon many factors, including but not limited to: class availability, total number of required credits, work schedule, finances, family, course drops/withdrawals, successfully passing courses, prerequisites, among others.
Please refer to the University Requirements for Minor Areas of Study for specific graduation information regarding minors.
Summary
| Code | Title | Hours |
|---|---|---|
| Required Courses | 24 | |
| Total Hours | 24 | |
Required Courses
| Code | Title | Hours |
|---|---|---|
| FIN 300 | Introduction to Finance (non-Bus majors) | 3 |
| or FIN 301 | Principles of Finance | |
| FPL 332 | Foundations of Financial Planning | 3 |
| FIN 341 | Contemporary Investments (non-Bus majors) | 3 |
| or FIN 343 | Investments | |
| FPL 411 | Estate and Financial Planning | 3 |
| RMI 415 | Risk Management: Life and Health Insurance 1 | 3 |
| FPL 417 | Retirement Planning 1 | 3 |
| FPL 432 | Financial Planning Capstone 1 | 3 |
| ACCT 330 | Contemporary Federal Taxation 1,2 | 3 |
| Total Hours | 24 | |
- 1
Must be admitted to 4 year degree granting Major.
- 2
ACCT 321 Financial Reporting and Analysis I, the corequisite for ACCT 330, can be waived for Financial Planning minors.