Personal Financial Planning, BS

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Personal Financial Planning (PFP) prepares graduates to become fee-for service professional planners with strong ethical standards who work with families and individuals developing specific budget, asset management, and related planning processes. The program design and content also meets educational requirements to sit for the Certified Financial Planning Board of Standards, Inc. accreditation examination.

Graduation Requirements
Additional Personal Financial Planning BS Graduation Requirements
The following special rules apply to students seeking the Personal Financial Planning BS major:

Students must earn a minimum cumulative GPA of 2.25 in the 99-to 100- credit in-the-major coursework to be eligible for a degree. In addition, the Department requires a minimum GPA of 2.25 in the 59- to 60-credit upper-division component of the in-the-major total.
Transfer students must complete at least 40 College of Business credits at CWU to be eligible for the BS degree.

Repeat Policy
Business administration and Personal Financial Planning courses may be repeated only once.

Foundation Courses Credits: 34

BUS 102 - Business Computer Skills Credits: (4)
BUS 221 - Introductory Business Statistics Credits: (5)
BUS 241 - Legal Environment of Business Credits: (5)
ECON 201 - Principles of Economics Micro Credits: (5)
ECON 202 - Principles of Economics Macro Credits: (5)
Select one from the following:
ECON 130 - Foundations for Business Analytics Credits: (5)
MATH 130 - Finite Mathematics Credits: (5)
Select one from the following:
ACCT 251 - Financial Accounting Credits: (5)
ACCT 301 - Accounting Skills for Non-Business Majors Credits: (5) (or approved substitite)

Required Courses Credits: 48

ACCT 303 - Tax Planning for Personal Finance Credits: (5)
FCL 355 - Family Financial Counseling Credits: (4)
PFP 310 - Introduction to the Financial Planning Profession Credits: (5)
PFP 386 - Information Technologies for Financial Planning Credits: (4)
PFP 440 - Estate Planning Credits: (5)
PFP 450 - Insurance and Risk Management Credits: (5)
PFP 460 - Retirement Planning Credits: (5)
PFP 475 - Financial Planning Investments Credits: (5)
PFP 480 - Financial Planning Capstone Credits: (5)
PFP 490 - Personal Financial Planning Internship Credits: (1-12) (Must be taken for 5 credits.)

Written and Verbal Communications Courses Credits: 5

COM 301 - Public Speaking for Business and Organizations Credits: (2)
ENG 311 - Business Writing Credits: (3)

Total Credits: 87

College and Department Information

Finance and Supply Chain Management Department
College of Business

Program Outcomes
Visit program outcomes to find out what you can expect to know and do after successful completion of this program.