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Personal Financial Planning, B.S.

Requirements

The WSB Bachelor of Science in Personal Financial Planning (PFP) prepares graduates with the courses necessary to meet educational requirements to sit for the Certified Financial Planning Board of Standards, Inc. accreditation process. It is intended to prepare students to become fee-for-service professional planners with strong ethical standards who work with families and individuals developing specific budget, asset management, and related planning processes.

Total Program Credits: 120

Matriculation Requirements:
Business Foundation Courses:   
  ACC 2110 Principles of Accounting I 3
Complete one of the following three computer proficiency choices:  
  My Educator 1    
or IM 2010 Business Computer Proficiency (3) 1  
or IM 2600 Spreadsheet Applications (3)1  
Complete the following:  
  ECON 2010 Principles of Economics I SS 3
  MGMT 2240 Business Calculus 3
  MGMT 2340 Business Statistics I 3
  MKTG 220G Written Business Communication GI WE  3
General Education Requirements: 35 Credits
  ENGL 1010 Introduction to Academic Writing CC 3
or ENGH 1005 Literacies and Composition Across Contexts CC (5)  
  ENGL 2010 Intermediate Academic Writing CC 3
  MATH 1050 College Algebra QL (4)  
or MATH 1055 College Algebra with Preliminaries QL (5)  
or MATH 1090 College Algebra for Business QL 3
Complete one of the following: 3
  HIST 2700 US History to 1877 AS (3)  
and HIST 2710 US History since 1877 AS (3)  
  HIST 1700 American Civilization AS (3)  
  HIST 1740 US Economic History AS (3)  
  POLS 1000 American Heritage SS (3)  
  POLS 1100 American National Government AS (3)  
Complete the following:  
  PHIL 2050 Ethics and Values IH 3
  HLTH 1100 Personal Health and Wellness TE (2)  
  EXSC 1097 Fitness for Life TE 2
Distribution Courses:  
  ECON 2010 Principles of Economics I SS 3
  Biology 3
  Physical Science 3
  Additional Biology or Physical Science 3
  Humanities 3
  Fine Arts 3
Discipline Core Requirements: 70 Credits
Business Foundation Courses:  
  ACC 2110 Principles of Accounting I 3
Complete one of the following:  
  My Educator1    
or IM 2010 Business Computer Proficiency (3) 1  
or IM 2600 Spreadsheet Applications (3)1  
Complete the following:  
  MGMT 2400 Data Analytics for Business 3
  MGMT 2240 Business Calculus 3
  MGMT 2340 Business Statistics I 3
  MKTG 220G Written Business Communication GI WE  3
Business Core Courses:  
  MKTG 2390 Professional Business Presentations 3
  MGMT 3000 Organizational Behavior WE 3
  FIN 3100 Principles of Finance 3
  ECON 305G International Economics GI (3)  
or MGMT 330G Survey of International Business GI (3)  
or MGMT 332G Cross-Cultural Communications for International Business GI 3
  MGMT 3450 Operations Management 3
  MKTG 3600 Principles of Marketing 3
  MGMT 4860 Business Strategy Formulation and Implementation 3
Personal Financial Planning Core Requirements:  
  FIN 3060 Introduction to the PFP Profession 3
  FIN 3200 Financial Counseling 3
  FIN 3220 Risk Management and Insurance 3
  FIN 3400 Investment Management 3
  FIN 4270 Wealth Management Seminar 3
  FIN 4290 Technological Applications in Personal Financial Planning 3
  FIN 5210 Retirement Planning 3
  FIN 5260 Estate Planning Fundamentals 3
  FIN 5300 Tax Planning for Personal Financial Planners 3
  FIN 5800 Personal Financial Planning Capstone 3
  FIN 481R Personal Financial Planning Internship (2-8) (for a maximum of 3 credits) 3
  FIN 483R Colloquium in PFP Professionalism 1
Elective Requirements: 15 Credits
Choose nine (9) semester credit hours from the following courses: 9
  Students are strongly encouraged to select from the following courses:  
  FIN 3170 Financial Statement Analysis (3)  
  FIN 4190 Applied Asset Diversification and Management (3)  
  FIN 4200 Financial Counseling Practicum (3)  
  FIN 4600 AFC Examination Preparation (3)  
  FIN 457R Advanced Topics in Finance (3) (Adv Tops FIN SIE Series 7)  
  FIN 5700 CFP Examination Preparation (3)  
  MGMT 494R Seminar (0.5-3) (Real Financial Advisor)  
  MKTG 3650 Professional Selling (3)  
  Additional elective courses:  
  ACC 3010 Intermediate Accounting I (3)  
  ACC 3020 Intermediate Accounting II (3)  
  ACC 3510 Accounting Information Systems (3)  
  ECON 3030 Intermediate Macroeconomics (3)  
  ECON 3060 Money and Banking (3)  
  ECON 3070 Behavioral Economics (3)  
  ECON 305G International Economics GI (3)  
  ECON 3370 Economic Modeling and Data Analytics (3)  
  ECON 3400 Health Economics (3)  
  ECON 4100 Analysis of Financial Institutions and Markets (3)  
  ECON 4400 New Venture Financing (3)  
  FIN 3410 Introduction to Venture Capital Skills (3)  
  FIN 342R Wolverine Fund (3)  
  FIN 4020 Enterprise Risk Management (3)  
  FIN 4030 Foundations of Risk Management and Insurance (3)  
  FIN 4040 Business Law for Insurance Professionals (3)  
  FIN 4050 Commercial Property Risk Management and Insurance (3)  
  FIN 4060 Commercial Liability Risk Management and Insurance (3)  
  FIN 4160 Portfolio Management (3)  
  FIN 4170 Derivative Securities (3)  
  FIN 4180 International Finance Management (3)  
  FIN 4310 Real Estate Investment and Securities (3)  
  FIN 457R Advanced Topics in Finance (3)  
  FIN 5130 Financial Statement Analysis and Modeling (3)  
  FIN 5180 CFA Examination Preparation (3)  
  FIN 5510 Investment Products (3)  
  FIN 5520 Financial Markets (3)  
  MGMT 494R Seminar (0.5-3)  
  Other upper division courses as approved by the Department Chair  
Choose six (6) semester credit hours of any course numbered 1000 or higher 6
  Students are strongly encouraged to select from the following courses (in addition to any of the above listed elective courses):  
  PSY 1010 General Psychology SS (3)  
  PSY 2250 Psychology of Interpersonal Relationships (3)  
  PSY 4300 Introduction to Counseling and Psychotherapy (3)  
  COMM 2110 Interpersonal Communication SS (3)  
  PSY 3300 Motivation and Emotion (3)  
  PSY 3460 Personality Theory (3)  
  SOC 1010 Introduction to Sociology SS (3)  
  SOC 3501 Social Psychology (3)  
  SOC 375G Sociology of Aging GI (3)  
  SOC 4400 Social Change (3)  
  CS 1030 Foundations of Computer Science (3)  
  CS 1400 Fundamentals of Programming (3)  
  FAMS 1150 Marriage and Relationship Skills SS (3)  
  FAMS 1500 Human Development Life Span (3)  
  FAMS 240G Contemporary Family Relations GI (3)  
  FAMS 2705 Ethics for Family Interventions WE (3)  
  FAMS 3850 Adult Development and Aging (3)  
  COMM 1020
Public Speaking HH (3)  
  COMM 1050 Introduction to Communication SS (3)  
  COMM 1500 Introduction to Mass Communication HH (3)  
  COMM 207G Introduction to Gender and Communication GI (3)  
  COMM 2120 Small Group Communication and Decision Making (3)  
  COMM 3410 Fundamentals of Mediation and Negotiation (3)  
  COMM 3420 Communication and Conflict (3)  

Graduation Requirements:

  1. Completion of a minimum of 120 semester credits required in the BS degree; at least 40 credit hours must be upper-division courses.
  2. Overall grade point average 2.0 or above with a minimum of 2.5 GPA in all Woodbury School of Business courses. No grade lower than a "C-" in core and specialization courses.
  3. Residency hours: Minimum of 30 credit hours of business courses through course attendance at UVU, with at least 10 hours earned in the last 45 hours.
  4. Completion of GE and specified departmental requirements. Students are responsible for completing all prerequisite courses.
  5. Successful completion of at least one Global/Intercultural course.
  6. Successful completion of at least two Writing Enriched courses.

NOTE: Students will be limited to 9 hours of upper-division credit until matriculation into Woodbury School is completed.

Footnote
  1. Students will be required to complete My Educator with a score of 80 percent or higher or complete the IM 2010 or IM 2600 course with a grade of B- or higher.

Graduation Plan

This graduation plan is a sample plan and is intended to be a guide. Your specific plan may differ based on your Math and English placement and/or transfer credits applied. You are encouraged to meet with an advisor and set up an individualized graduation plan in Wolverine Track.

Semester 1 Course Title Credit Hours

ENGL 1010  or ENGH 1005

Introduction to Academic Writing CC or Literacies and Composition Across Context CC

3

Math 1050 or MATH 1055 or MATH 1090

College Algebra QL or College Algebra with Preliminaries QL or College Algebra for Business

3
Physical Science  3

HLTH 1100 or EXSC 1097

Personal Health and Wellness TE or Fitness for Life TE

2
American Institution  3
  Semester total: 14
Semester 2 Course Title Credit Hours
ENGL 2010 Intermediate Academic Writing CC 3

MGMT 2240

Business Calculus

3
ECON 2010 Principles of Economics I SS 3
Humanities 3
Fine Arts 3
  Semester total: 15
Semester 3 Course Title Credit Hours
ACC 2110 Principles of Accounting I 3
MGMT 2400 Data Analytics for Business 3
MGMT 2340 Business Statistics I 3
PHIL 2050 Ethics and Values IH 3
FIN 3060 Introduction to the PFP Profession 3
FIN 483R Colloquium in PFP Professionalism 1
  Semester total: 16
Semester 4 Course Title Credit Hours
MKTG 3600 Principles of Marketing 3
My Educator or IM 2010 or IM 2600*  
FIN 3200 Financial Counseling 3
MKTG 220G Written Business Communication GI WE ** 3
Biology 3
3rd Science 3
  Semester total: 15
*Students will be required to complete My Educator with a score of 80 percent or higher or complete the IM 2010 or 2600 course with a score of 80 percent or higher. Course could count for 2 credit of General Elective.  
Notes: **Complete with a B- grade or higher  
Semester 5 Course Title Credit Hours
FIN 3100 Principles of Finance 3
FIN Elective (FIN 4200 suggested) 3
FIN 4290 Technological Applications in Personal Financial Planning 3
MGMT 3000 Organizational Behavior WE 3
MGMT 3450 Operations Management 3
  Semester total: 15
Semester 6 Course Title Credit Hours
FIN 3220 Risk Management and Insurance 3
FIN 3400 Investment Management 3
FIN 4270  Wealth Management Seminar 3
FIN 5210 Retirement Planning 3
FIN Elective (FIN 457R suggested) 3
  Semester total: 15
Semester 7 Course Title Credit Hours

ECON 305G or MGMT 330G or MGMT 332G

International Economics GI or Survey of International Business GI or Cross-Cultural Communications for International Business GI

3
FIN 481R Personal Financial Planning Internship 3
FIN 5260 Estate Planning Fundamentals 3
FIN 5300 Tax Planning for Personal Financial Planners 3
General Elective (from list) 3
  Semester total: 15
Semester 8 Course Title Credit Hours
MKTG 2390 Professional Business Presentations 3
MGMT 4860 Business Strategy Formulation and Implementation 3
General Elective 3
FIN Elective (FIN 5700 suggested) 3
FIN 5800 Personal Financial Planning Capstone 3
  Semester total: 15
  Degree total: 120

Department

Finance and Economics

The Finance and Economics department is in the Woodbury School of Business. To find the most up-to-date information, including Program Learning Outcomes for degree programs offered by the Finance-Economics department, visit their website.

Finance and Economics department

Program Details

Program Learning Outcomes
  1. Apply ethical and fiduciary standards in a financial planning situation.
  2. Evaluate a client’s financial situation and develop sound financial planning recommendations.
  3. Calculate present and future values, interest rate, payment and number of payments of a client’s financial goal.
  4. Analyze a client's investments based on a client's unique financial situation.
  5. Create a comprehensive written financial plan for a client that is professional and integrates all aspects of their financial situation.
  6. Present client recommendations in an interactive and professional oral presentation.
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