Personal Financial Planning, BS

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.

Undergraduate Business Program Learning Goals:
The departments have identified overall educational outcomes related to knowledge, values, and skills for all BSBA graduates. Following are the outcomes for the Bachelor of Science in business administration (BSBA) programs. Graduates of this program will be able to demonstrate:

1. Foundation knowledge and skill in the fundamental business disciplines.
2. Effective communication in written and oral business presentations.
3. Comprehension and application of ethical principles in business decisions.
4. Problems solving ability using integrative and critical assessment of business information and appropriate technical tools.
5. Career readiness through participation in Career Center events, self-assessment, club activities, internships and other professional engagement.
6. Competency in their specialized field of study.

Graduation Requirements
The following special rules apply to students seeking the BS PFP major:

• Students must earn a minimum cumulative GPA of 2.25 in-the-major coursework to be eligible for a degree. In addition, the department requires a minimum GPA of 2.25 in the 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 PFP degree.

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

Program Learner Outcomes
Upon successful completion of this program, students will be able to:

• Develop foundation knowledge and skills in Management, Marketing, Human Resource Management, and Business Law, Finance and Supply Chain Management.
• Demonstrate competency in specialized field of study (e.g., human resource management, supply chain management, leadership and management, finance, marketing).
• Create and deliver effective oral presentations.
• Have written communication skills meet professional and industry standards.
• Comprehend ethical issues in business and demonstrate an ability to make ethical decisions.
• Integrate and critically assess business information to make strategic decisions.
• Work effectively in small and large teams.