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
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.
College of Business Administration Undergraduate Programs
http://www.uakron.edu/cba/uadvising * (330) 972-7042 * CBA 260
The following information has official approval of the Department of Finance and the College of Business Administration, 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.
This Graduation Planning Summary (GPS) is based on the term you declare your minor & expires in 5 years. Requirements can be subject to change. Students should meet with an academic advisor and check DPR to review academic progress and determine course sequencing each semester. Please see the CBA advising website for specific Admission criteria for the College of Business. Please refer to the University Requirements for Minor Areas of Study for specific graduation information regarding minors.
|6400:300||Introduction to Finance (non-Bus majors)||3|
|or 6400:301||Principles of Finance|
|6400:332||Foundations of Financial Planning||3|
|6200:410||Taxation for Financial Planning (Fall only) 2||3|
|6200:330||Contemporary Federal Taxation 2,3||3|
|6400:341||Contemporary Investments (non-Bus majors)||3|
|6400:415||Risk Management: Life and Health Insurance 2||3|
|6400:417||Retirement Planning 2||3|
|6400:432||Seminar in Financial Planning 2||3|
Must be admitted to 4 year degree granting Major.