If you’re curious about how personal beliefs, values and lifestyle work in tandem to influence how people save, budget and invest — and what your role can be in helping them prepare for the future — consider partnering your major with a minor in Personal & Family Financial Planning.
Why minor in Personal & Family Financial Planning?
Minoring in Personal & Family Financial Planning (PFFP) equips you with the skills to help people prepare for their financial futures, combining your knowledge of financial strategies with an understanding of how life events impact saving and investment choices. You'll study key topics such as estate planning, retirement planning, and tax planning, enabling you to provide comprehensive financial advice.
This minor makes you eligible to take the Financial Planning Certification Exam and prepares you for careers in wealth management, financial services, and client advisory roles, where you can make a significant difference in individuals' and families' financial well-being. By mastering areas like financial planning and client services, you will be ready to guide people in achieving their financial goals and securing their future.
Degree Requirements & Courses
A 2.0 GPA is required to declare the PFFP minor, and you may not use minor courses toward other major or minor programs.
The minor requires seven courses. The first six courses must be completed before PFFP 498 (Capstone). There are no prerequisites for the first six classes. However, if a student has not taken an accounting class or does not have experience working in a financial field, it is highly recommended that they take HECL/PFFP 302 prior to taking the PFFP minor classes:
- PFFP 310: Fundamentals of PFFP
- PFFP 311: Applied Family Investment Planning & Savings Strategies
- PFFP 314: Personal & Family Risk Management
- PFFP 315: Applied Personal & Family Income Tax Planning (Fall course only)
- PFFP 402: Personal & Family Estate Planning
- PFFP 403: Retirement Savings & Family Income Strategies
- PFFP 498: Capstone