Financial Planning and Wealth Management Minor

Minimum Required Credits: 21
FIN 320Principles of Finance3
FIN 333Insurance Planning: People, Property, and Prosperity3
FIN 410Investment Analysis and Management3
FIN 454Retirement Planning3
FIN 455Estate Planning3
FIN 485Applied Financial Planning: Cases and Client Skills3
ACCT 418Tax Accounting I3
Total Credits21

Program Notes:

  • Courses may not be taken pass/fail. 
  • To complete a minor, students must earn at least a 2.50 GPA that is based on the courses used to satisfy the minor requirements. Students must also earn a grade of C or better in all courses required for the minor.