BSHES 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 Certified Financial PlannerTM 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, Extension agents, and consultants or counselors in financial, social, educational, legal, and government agencies.
Major Program Requirements
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.
Students must complete all university requirements, including general education, major core requirements and social and behavioral sciences requirements, in addition to the degree requirements for the professional specialization below.
|ACCTCY 2036||Accounting I||3|
|ACCTCY 2037||Accounting II||3|
|FINPLN 4386||Financial Planning: Employee Benefits and Retirement Planning||3|
|FINPLN 4389||Financial Planning: Capstone||3|
|FINPLN 4393||Financial Planning: Estate and Gift Planning||3|
|FINPLN 4993||Internship in Personal Financial Planning||3|
|STAT 2500||Introduction to Probability and Statistics I||3|
|STAT 3500||Introduction to Probability and Statistics II||3|
A sample plan is not currently available. Contact the department for additional information.
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 who have attended since August 2007 can request a degree audit by logging in to myZou and navigating to Self Service, then Student Center, and clicking on “Request Degree Audit.” The audit automatically pulls in the student’s MU course work, transfer courses and courses in progress.
MU students who have NOT attended since August 2007 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/.
For newly admitted or prospective students, MU degree audits can be created at 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.