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 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.

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.
• Student must earn a C (2.0) or higher in the following courses: BUS 102, ACCT 251 (or ACCT 301), ACCT 340 (or ACCT 303), PFP 310, PFP 440, PFP 450, PFP 460, and PFP 475.
• Students must earn a C- (1.7) or higher in the following courses: BUS 221 (or MATH 211), BUS 241, ECON 201, ECON 202, ECON 130 (or MATH 130), COM 301, FIN 370, ENG 311, MGT 382, MKT 362, and SCM 310.
• Students must maintain a 2.25 CWU GPA to qualify for enrollment into PFP 490.

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 .