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Bachelor of Science Personal Financial Planning

Bachelor of Science Personal Financial Planning


The Personal Financial Planning concentration explores the process of developing comprehensive financial plans for individuals. Financial planners help individuals determine financial goals and objectives and the best strategies for obtaining these goals. The rapid growth of multi-income families in the U.S. has placed more and more people in a position of applying sophisticated financial planning techniques to their personal economic affairs. As a result, one of the fastest growing career paths in the financial services industry is financial planning, and the Certified Financial Planning TM (CFP®) designation has become the most widely recognized financial planning credential among consumers.    

The Personal Financial Planning concentration is registered with the Certified Financial Planner Board of Standards in Washington D. C. We are one of only three registered universities in the state of Kentucky! This registration confers a special advantage on our graduates. Upon completion of our CFP® board-certified program, students are allowed to sit for the CFP® Certification Examination. 

Please take a moment to browse our site for more information on our faculty, curriculum, unique opportunities available to our students and much more.  

Western Kentucky University does not certify individuals to use the CFP®, Certified Financial PlannerTM, and CFP® (with flame logo) certification marks. The CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP® Board-Registered Porgram, have met its ethics, experience, and examination requirements. 

The Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial PlannerTM, and CFP® (with flame logo) which it awards to individuals who successfully complete initial and ongoing certification requirements.   

 

Personal Financial Planning Admission Requirements

Students must meet the following requirements to gain admission to the Finance Program: (Prospective majors may take no more than 12 credit hours in the major prior to admission to the program).

  • Earn a minimum of 60 hours of course work with a minimum overall GPA of  2.5
  • Completion of the following eight admission courses: ACCT 200, ACCT 201, CIS 141, COMM 145, ECON 202, ECON 203, ECON 206 and MATH 123 or MATH 136 or MATH 137 or MATH 142 or MATH 237 or a Math ACT of at least 26 or a Math SAT of at least 610.
  • Earn a minimum 2.5 GPA in the eight admission courses listed above.
  • Completion of FIN 300

Students not meeting the above admission requirements will not be admitted to the Personal Financial Planning Program and cannot register for any additional courses in the major beyond the 12 credit hours permitted prior to admission to the program.

Personal Financial Planning Curriculum

The Personal Financial Planning concentration (reference number 664) requires 79 hours of professional and elective courses and leads to a Bachelor of Science degree. No minor or second major is required or prohibited Finance majors must earn a minimum grade point average of 2.0 in 300 and 400 level finance courses. In addition, finance majors must earn a "C" or better in both FIN 330 (Principles of Finance) and FIN 332 (Investment Theory). All finance students must complete FIN 300 prior to admission to the finance program. All finance majors will be required to participate in an assessment process in FIN 499 (Senior Assessment) prior to graduation.  

When planning a program of study in this department, each student should be aware of University academic requirements and regulations for graduation. Specific attention should be given to (a) Academic programs and (b) Cololnnade requirements.

A minimum of 120 earned hours are needed to receive a Bachelor's of Science degree in Personal Financial Planning.

Required Courses

 

ACCT

200 Introductory Accounting - Financial

ACCT

201 Introductory Accounting - Managerial

CIS

141

Basic Computer Literacy

CIS

243  Principles of MIS

ECON 

202 Principles of Economics - Micro

ECON 

203 Principles of Economics - Macro

ECON 

206 Statistics

FIN 

300 Career Readiness in Finance

FIN 

330 Principles of Finance

MKT

220 Basic Marketing Concepts

MGT

200 Legal Environment of Business

MGT

210 Organization and Management

MGT

314 Operations Management

 

MGT

ENT

 

498

496

Choose one of the following:

Strategy & Policy 

Small Business Analysis & Strategy 

ECON  

307 Financial Data Modeling

FIN  

331 Applied Investments

FIN 

332 Investment Theory

FIN 

333 Advanced Topics in Personal Financial Planning

FIN 

350 Risk Management & Insurance 

FIN

400 Personal Financial Planning Practice Management 

FIN 

401 Personal Financial Planning Practice Management Lab

FIN 

437 Corporate Asset Management

FIN 

438 Corporate Funds Management

FIN 

444 Retirement Planning
FIN  445 Estate Planning
FIN  450 Financial Plan Development

 

FIN

FIN

 

439

449

Choose one of the following:

Security Analysis and Portfolio Management 

Practicum in Portfolio Management

FIN  499 Senior Assessment

In addition, students must take 3 hours of upper-level finance electives. 

View Finance Course Descriptions

 

 

View/Print the sample four-year Personal Financial Planning Degree Pathway Plan

For additional information, contact Dr. Ron A. Rhoades, Program Director for the Personal Financial Planning Program.


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 Last Modified 9/26/19