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
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.
Program Learner Outcomes
Upon successful completion of this course, the student will be able to:
- Foundation knowledge and skill in the fundamental business disciplines.
- Effective communication in written and oral business presentations.
- Comprehension and application of ethical principles in business decisions.
- Problems solving ability using integrative and critical assessment of business information and appropriate technical tools.
- Career readiness through participation in co-curricular programs and activities.
- Competency in their specialized field of study.