Feb 29, 2024  
2023-2024 Undergraduate Catalog 
    
2023-2024 Undergraduate Catalog

Business Administration BS (BSBA), Personal Financial Planning Specialization


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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 to develop specific budget, asset management, and related planning processes. The program design and content also meet the educational requirements to sit for the Certified Financial Planning Board of Standards, Inc. accreditation examination.

The business administration major requires a single specialization of at least 24 credits. Occasionally a student requests a second specialization. To be eligible for a second specialization, a minimum of 20 unique credits must be completed. Unique in this sense means the credits have not been used as part of any other business administration specialization. Students cannot double specialize in general business and another business administration specialization.

Admission Requirements
Students can apply to the major as part of their application to CWU, via their MyCWU account, or by emailing CBAdvising@cwu.edu and will be approved for entry to the major once they have completed the College of Business Agreement to Policies.

Program Requirements for Course Progression and/or Graduation

  • Earn at least 45 credits at CWU and meet all CWU graduation requirements, including grade point average requirements that apply to all CWU major programs
  • Earn a minimum cumulative GPA of 2.25 in all coursework applied to the major
  • Earn a minimum GPA of 2.25 in all upper-division coursework applied to the major.
  • Complete at least 40 credits of coursework applied to the major at CWU, including MGT 489.
  • Student must earn a C (2.0) or higher in the following requirements: ACCT 251, ACCT 340 (or ACCT 303), PFP 310, PFP 440, PFP 450, PFP 460, PFP 475 (or FIN 475).
  • FIN 475 can be taken in place of PFP 475, but students need a C in FIN 370 to take FIN 475
  • Students must earn a C- (1.7) or higher in all other foundation courses, except ACCT 251 which requires a C (2.0).
  • Students must earn a C- or higher in the following business core classes; COM 301, ECON 202, FIN 370, ENG 311, MGT 382, MIS 320 (or 386), MKT 362, and SCM 310.

When selecting a statistics (BUS 221 or MATH 211) option, students are strongly encouraged to select BUS 221 unless transferring a course to meet the requirement.

For policies that apply to all College of Business programs and requirements, as well as program learner outcomes, please go to: College of Business .

Personal Financial Planning Specialization Courses


Total Specialization Credits: 35


College of Business Capstone


Capstone Total Credits: 7


Total Credits: 122-124


College and Department Information


Finance and Supply Chain Management Department  
College of Business  

Online Availability
The program does not have a designated online only option.

Program Codes
Major plan codes: BUADBS, BUADBSP
Specialization plan code: PFP

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