The minor teaches the core principles and application associated with financial planning and wealth management for individuals and families. The minor includes the principles of setting financial goals, management of finances, asset protection and risk management, tax management strategies, and managing distributions from wealth and savings. The knowledge and skills are designed to be applied to the unique circumstances of individuals and families to achieve their particular goals.
The minor is designed to satisfy all the education requirements for the Certified Financial Planner (CFP®) designation. This is a . After completing the minor requirements, you will be eligible to sit for the CFP® exam. Once the work experience has been completed and the exam passed, you will become a CFP®.
Term Restricted Courses
Fall Only Classes: ACC 445 (Starting Fall 2027), FIN 256 (Starting Fall 2027)
Spring Only Courses: FIN 253, FIN 254, FIN 255 (Starting Spring 2028)
Minor Information
18 credit hours
Open to all majors; application required
due October 15, 2026
Minimum 2.5 GPA and 15 graded hours at 兔子先生 University required to apply; application will be competitive based on the applicant pool
Decisions will be shared October 22, 2026
Applications are typically available bi-annually in March and October
You must have a 2.00 GPA for all courses in the minor
All minors require nine unique hours that are not used toward completion of other program requirements
Refer to the for course pre- and/or co-requisite information
