BS in Personal Financial Planning with Emphasis in Personal Financial Planning
Degree Program Description
The Personal Financial Planning degree program is registered with the Certified Financial Planner Board of Standards, Inc. allowing graduates to sit for the comprehensive CFP® examination to earn the right to use the CFP® designation. Coursework includes principles of personal financial planning, investments, insurance, taxation, retirement planning, and estate planning, complemented by courses that develop an understanding of the economic and social contexts within which clients make financial decisions. Graduates excel in providing client–centered financial management advice. Students may prepare for the Certified Retirement Counselor® (CRC®) or Certified Retirement Administrator® (CRA®) designation, or take the exam that leads to earning the Accredited Financial Counselor® (AFC®) designation. Graduates are employed as financial planners, private wealth manager, investment strategist, employee benefits advisor, retirement benefits administrator, insurance specialist, financial counselor, compliance officer, client service manager, trust & estate administrator, Extension agents, and consultants or counselors in financial, social, educational, legal, and government agencies.
Graduates must complete education requirements, pass a national professional exam, obtain professional experience, and agree to adhere to the professional code of ethics before being able to use the CFP® marks.
Major Program Requirements
The Professional Program is comprised of three areas listed below: departmental core requirements, supporting coursework, and professional specialization courses. To be admitted to the Personal Financial Planning emphasis area, students must have a University of Missouri cumulative GPA of at least a 2.5, based on at least 50 credits attempted. Students who wish to pursue a Personal Financial Planning emphasis must earn a grade of B- (2.7) or better, in FINPLN 2183 and a grade of C (2.0) or better in FINPLN 3283 to move to the professional program. A grade in the D range is allowed in only one course in the professional program (unless otherwise noted), regardless of emphasis area.
Departmental Core Requirements
|FINPLN 2083||Financial Planning Careers *||1|
|FINPLN 2183||Personal and Family Finance 1||3|
|FINPLN 3282||Financial Counseling *||3|
|FINPLN 3283||Financial Planning: Computer Applications *||3|
|FINPLN 4187||Tax Planning *||3|
|FINPLN 4188||Community Agencies and Volunteerism||3|
|FINPLN 4380W||Assessing the American Dream - Writing Intensive||3|
|FINPLN 4382||Financial Planning: Risk Management *||3|
|FINPLN 4383||Financial Planning: Investment Management *||3|
|FINPLN 4387||Consumer and Household Economics||3|
|ECONOM 1014||Principles of Microeconomics *||3|
|or ABM 1041||Applied Microeconomics|
|ECONOM 1015||Principles of Macroeconomics *||3|
|or ABM 1042||Applied Macroeconomics|
|ECONOM 3229||Money, Banking and Financial Markets||3|
|MANGMT 3540||Introduction to Business Law||3|
|MATH 1400||Calculus for Social and Life Sciences I||3|
|PSYCH 1000||General Psychology||3|
|SOCIOL 1000||Introduction to Sociology||3|
|ACCTCY 2036||Accounting I||3|
|STAT 2500||Introduction to Probability and Statistics I||3|
Professional Specialization Requirements
|ACCTCY 2037||Accounting II||3|
|STAT 3500||Introduction to Probability and Statistics II||3|
|FINPLN 4386||Financial Planning: Employee Benefits and Retirement Planning *||3|
|FINPLN 4393||Financial Planning: Estate and Gift Planning *||3|
|FINPLN 4389||Financial Planning: Capstone *||3|
|FINPLN 4993||Internship in Personal Financial Planning||3|
Requires a grade of B- (2.7) or higher.
Requires a grade of C (2.0) or higher.
|American History or Government||3||ECONOM 1015 or ABM 1042||3|
|GN_HES 1100||1||ENGLSH 1000||3|
|HES Foundation||3||FINPLN 2183||3|
|MATH 1100||3||MATH 1400||3|
|PSYCH 1000||3||SOCIOL 1000||3|
|Science w/ Lab||3|
|ECONOM 1014 or ABM 1041||3||ACCTCY 2036||3|
|FINPLN 3283||3||ECONOM 3229||3|
|General Elective||3||FINPLN 3282||3|
|STAT 2500||3||STAT 3500||3|
|ACCTCY 2037||3||FINPLN 4188||3||FINPLN 4993||3|
|FINPLN 4187||3||FINPLN 4386||3|
|FINPLN 4383||3||FINPLN 4393||3|
|FINPLN 4382||3||General Elective||6|
|HES Foundation (WI Recommended)||3-4|
|FINPLN 4380W||3||FINPLN 4387||3|
|FINPLN 4389||3||General Electives||6|
|Total Credits: 119-120|
The degree audit is an automated report reflecting a student’s academic progress toward the completion of a degree. Degree Audits are not available for all programs; however, please consult with the appropriate college or school for audit information.
MU students can request a degree audit by logging in to myDegreePlanner. Students may also access myDegreePlanner via myZou, in the Student Center, by clicking on the Request Degree Audit link. The audit automatically pulls in the student’s MU course work, transfer courses and courses in progress. This is available to current students, admitted students, and those who last attended less than three terms ago.
Past MU students can request a degree audit by contacting the Academic Advising Unit of the division in which they were last enrolled at MU. For contact information, go to http://advising.missouri.edu/contact/.
Prospective students, can access a preliminary MU degree audit via http://www.transfer.org. Information on the college credits already earned will have to be manually entered before it can be evaluated against current degree requirements.
For additional details on degree audits, go to http://registrar.missouri.edu/degree-audits/index.php.
Major and Career Exploration
The University of Missouri has many resources to assist you in exploring majors and career possibilities. For guidance, visit the Majors and Careers website or view specific resources below.
- If you are considering a change of major or are exploring multiple majors, schedule an appointment with an advisor in Academic Exploration and Advising Services (AEAS) by calling (573)884-9700.
- If you would like to learn more about your career interests, abilities, values and talents, visit the MU Career Center in the lower level of the Student Success Center. No appointment is necessary to explore career options with one of our staff members.
- If you would like information about MU majors and degree programs, visit:
- the Degrees, Majors (Degree Programs), Emphasis Areas, Minors and Certificates page in the catalog,
- the MU Majors website.
For additional major and career exploration resources, visit Major & Career Exploration in the catalog.