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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

General Education Requirements: 36 Credits
  ENGL 1010 Introduction to Writing 3
  ENGL 2010 Intermediate Writing--Humanities/Social Sciences 3
or ENGL 2020 Intermediate Writing--Science and Technology (3.0)  
  MATH 1050 College Algebra 4
Complete one of the following: 3
  HIST 2700 US History to 1877 (3.0)  
and HIST 2710 US History since 1877 (3.0)  
  HIST 1700 American Civilization (3.0)  
  HIST 1740 US Economic History (3.0)  
  POLS 1000 American Heritage (3.0)  
  POLS 1100 American National Government (3.0)  
Complete the following:  
  PHIL 2050 Ethics and Values 3
  HLTH 1100 Personal Health and Wellness (2.0)  
  PES 1097 Fitness for Life 2
Distribution Courses:  
  ECON 2020 Macroeconomics (Fulfills Social/Behavioral Science credit) 3
  Biology 3
  Physical Science 3
  Additional Biology or Physical Science 3
  Humanities Distribution 3
  Fine Arts Distribution 3
Discipline Core Requirements: 84 Credits
Business Foundation Courses:  
  ACC 2010 Financial Accounting (3.0)  
and ACC 2020 Managerial Accounting (3.0)  
or ACC 2030 Principles of Accounting 6
Business Computer Proficiency Exam  
or IM 2010 Business Computer Proficiency (3.0) *  
  ECON 2010 Microeconomics 3
  MATH 1100 Introduction to Calculus 4
or MGMT 2240 Business Quantitative Analysis (3.0)**  
  MGMT 2200 Business Communication (Complete with B- grade or higher) 3
  MGMT 2340 Business Statistics I 3
Business Core Courses:  
  LEGL 3000 Business Law 3
  MGMT 2390 Professional Business Presentations 3
  MGMT 3000 Organizational Behavior 3
  FIN 3100 Principles of Finance 3
  FIN 4290 Technological Applications in Personal Financial Planning 3
  ECON 305G International Economics (3.0)  
or MGMT 330G Survey of International Business (3.0)  
or MGMT 332G Cross-Cultural Communications for International Business 3
  MGMT 3450 Operations Management 3
  MKTG 3600 Principles of Marketing 3
  MGMT 4860 Business Strategy Formulation and Implementation 4
Personal Financial Planning Core Requirements:  
  FIN 3060 Introduction to the PFP Profession 3
  FIN 3200 Financial Counseling 3
  FIN 3210 Retirement Planning 3
  FIN 3220 Risk Management and Insurance 3
  FIN 3300 Tax Planning for Personal Financial Planners 3
  FIN 3400 Investment Management 3
  FIN 4200 Financial Counseling Practicum 3
  FIN 4210 Estate Planning Fundamentals 3
  FIN 4270 Wealth Management Seminar 3
  FIN 4800 Personal Financial Planning Capstone 3
  FIN 481R Personal Financial Planning Internship (2.0) (for a maximum of 3 credits) 3
  FIN 483R Colloquium in PFP Professionalism 1
  MKTG 3650 Professional Selling 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.

NOTE: Students will be limited to 9 hours of upper-division credit until advanced standing status is completed.

Footnote
* Students will be required to complete the Business Computer Proficiency exam with a score of 80 percent or higher or complete the IM 2010 course with a score of 80 percent or higher.
** If MGMT 2240 is taken, an additional 1 credit of elective may be required. See Advisor.

Graduation Plan

This graduation plan is intended to be a guide. You are encouraged to meet with an advisor and set up an individualized graduation plan in Wolverine Track.

Semester 1 Course Title Credit Hours
English 1010 Introduction to Writing 3
Math 1050 College Algebra 4
Physical Science  3
HLTH/PES  2
American Institution  3
  Semester total: 15
Semester 2 Course Title Credit Hours
English 2010/2020 Intermediate Writing 3
MGMT 2240  Business Quantitative Analysis  
or Math 1100 Introduction to Calculus 4
ECON 2010 Microeconomics 3
Humanities   3
Fine Arts   3
  Semester total: 16
Semester 3 Course Title Credit Hours
PHIL 2050 Ethics and Values 3
ACC 2010 Financial Accounting 3
ECON 2020 Macroeconomics 3
MGMT 2340 Business Statistics I 3
MGMT 2390 Professional Business Presentations 3
  Semester total: 15
Semester 4 Course Title Credit Hours
ACC 2020 Managerial Accounting 3
IM 2010 Business Computer Proficiency  
LEGL 3000 Business Law 3
MGMT 2200 Business Communication 3
Biology   3
3rd Science   3
  Semester total: 15
Semester 5 Course Title Credit Hours
FIN 3060 Introduction to the PFP Profession 3
FIN 3100 Principles of Finance 3
MGMT 3000 Organizational Behavior 3
MGMT 3450 Operations Management 3
MKTG 3600 Principles of Marketing 3
  Semester total: 15
Semester 6 Course Title Credit Hours
FIN 3200 Financial Counseling 3
FIN 3210 Retirement Planning 3
FIN 3300 Tax Planning for Personal Financial Planners 3
FIN 4290 Technological Applications in Personal Financial Planners 3
MGMT 4860 Business Strategy Formulation & Implementation 4
  Semester total: 16
Semester 7 Course Title Credit Hours
FIN 3220 Risk Management and Insurance 3
FIN 3400 Investment Management 3
FIN 4200 Financial Counseling Practicum 3
FIN 4210 Estate Planning Fundamentals 3
FIN 483R Colloquium in PFP Professionalism 1
  Semester total: 13
Semester 8 Course Title Credit Hours
FIN 4270 Wealth Management Seminar 3
FIN 4800 Personal Financial Planning Capstone 3
FIN 481R Personal Financial Planning Internship 3
MGMT 330G Survey of International Business 3
 or MGMT 332G Cross-Cultural Communications for International Business  
or ECON 305G International Economics  
MKTG 3650 Professional Selling 3
  Semester total: 15
  Degree total: 120

Department

Name:

Finances & Economics

Location: WB 215
Telephone:

801-863-8385

Email: Lowell.Glenn@uvu.edu
Web Address: uvu.edu/woodbury/finance-economics
Chair: Lowell M. Glenn
 
 

Mission Statement

The department offers three bachelor degree programs in Economics, Finance, and Personal Financial Planning (PFP). Graduates in economics find employment in a variety of public and private institutions while many go on to graduate education in law, public policy, an MBA and other disciplines. Finance major’s move on to careers in corporate financial management, as investment managers and analysts, in banking and other careers in the finance industry. The business world is more competitive today than in past generations. Decision makers understand the increasing importance of getting things right the first time using business models and measurement methods to make policy decisions. The PFP program is designed to prepare students for professional careers as fee-for-service certified financial planners. Unlike the other two degrees that offer Bachelor of Arts and Sciences as well as minors and emphases in integrated studies, the PFP program is restricted to a single bachelor degree. Students who complete the PFP degree will in many respects emulate the careers of accountants who work with individuals and organizations in the management of wealth, personal resources, and provide other professional functions. The PFP Program is registered with the Certified Financial Planner (CFP®) Board of Standards, Inc. The classes taught in the Department of Finance and Economics are designed to give students the background they need to make professional business decisions. The department also offers an online group of courses in cooperation with Dalton Education that meet the CFP® educational requirements for practicing professionals in the financial industry to sit for the accreditation examination.

Experienced faculty work with students in understanding the theory of their discipline and learning to apply that theory in the pragmatic application of those principles in financial management, economics, statistics, and operations management courses critical to their professional development.

 
 

Finance & Economics

Job Outlook

The need for economic and financial decision makers is increasing at all levels of business and government. Job demand is high, particularly in larger metropolitan areas, and the employment outlook is excellent. Those trained in finance and economics who also have competence in information analysis can enter fields such as fund management, energy, securities, securities market regulation, or government financial management. Those with foreign language capabilities may also have access to employment in international business, international finance, import/export, and securities operations. The PFP program gives graduates an opportunity to both work for themselves in the capacity of an individual planner as well as to obtain employment in other organizations as they provide needed services to clients.

Programs

As noted earlier, students interested in finance and economics may receive a Bachelor of Science Degree (BS) or Bachelor of Arts (BA) in Economics or Finance. There are also Minors in both Economics and Finance as well as an emphasis in Integrated Studies in both the Economics and Finance disciplines. However, the PFP program only offers a Bachelor of Science (BS) degree with a variety of courses designed to prepare students to take certification exams offered by national financial planning associations.

 
 

Woodbury School of Business

Advisement Center:

  • Office: WB 257
  • Telephone: 801-863-8032


Dean:
Norman S. Wright

 
 

Faculty

Lynn Adams(2000)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.S., Math-Science, Brigham Young University; M.B.A., Westminster College; Ph.D., Organizational Leadership, University of Phoenix.

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Vaughn Armstrong(2003)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.S., Mathematics, J.D., J. Reuben Clark College of Law, Brigham Young University; Ph.D., Finance, Arizona State University.

Professional Page >>

 

Rachel Bi(2014)

Assistant Professor

Department: Finance & Economics
Faculty



B.S., Management of Information Systems, Dalian Maritime University; M.S., Personal Financial Planning; MBA, Finance; Ph.D. (ABD), Texas Tech University.

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Cenk Caliskan(2009)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.S., Industrial Engineering, Bilkent University; M.S., Ph.D., Industrial and Systems Engineering, University of California-Los Angeles.

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Leo Chan(2008)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.A., Ph.D., Economics, University of Kansas.

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Vaughn Cox(2011)

Professional in Residence

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.A., M.B.A., Finance, University of Utah.

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Lukas Dean(2014)

Associate Professor

Department: Finance & Economics
Faculty



B..A., M.S., Finance, Brigham Young University; Ph.D., Personal Finance, Texas Tech University.

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Mohammed El-Saidi(2008)

Professor

Department: Finance & Economics
Faculty



B.Sc., Applied Mathematics and Education, M.A., Applied Mathematics and Psychology, B.Sc., Pure Mathematics, The University of Tanta; M.Sc., Mathematical Statistics, University of Iowa; Ph.D., Mathematics, University of Memphis; Management Development Program Certificate, Harvard Graduate School of Education, Harvard University.

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Lowell Glenn(1999)

Associate Professor

Department: Finance & Economics
Department Chair

Department: Business Graduate Studies
Faculty

B.S., Public Administration/Political Science, M.B.A., Brigham Young University; Ph.D., Economics, The George Washington University.

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Mohsen Hamidi(2012)

Assistant Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.S., M.S., Industrial Engineering, Sharif University of Technology, Iran; Ph.D., Industrial Engineering, North Dakota State University.

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Amir Kia(2006)

Professor

Department: Finance & Economics
Faculty



M.A., Mathematical Economics and Econometrics, University of Ottawa; Ph.D., Economics, Carleton University, Ottawa, Canada.

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Gary Mercado(2012)

Assistant Professor

Department: Finance & Economics
Faculty



B.S., Production Engineering, Universidad Privada Boliviana, Bolivia; M.B.A., McNeese State University; M.S. (Ph.D. ABD), Applied Statistics, University of Alabama.

Professional Page >>

 

Andre Rossi De Oliveira(2011)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.A., M.A., Economics, University of Brasilia; M.Sc., Mathematics, Ph.D., Economics, University of Illinois at Urbana-Champaign.

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Abdus Samad(2002)

Associate Professor

Department: Finance & Economics
Faculty



B.A. (Honors) Econ, M.A. Econ, Rajshai University, Bangladesh; M.A., Economics, Lakehead University, Canada; Ph.D., Economics, University of Illinois, Chicago.

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Hyrum Smith(2013)

Assistant Professor

Department: Finance & Economics
Faculty



B.S., Accounting, Utah State University; M.B.A., Business, University of Utah; Ph.D., Personal Financial Planning, Texas Tech University.

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Maritza Sotomayor(2009)

Assistant Professor

Department: Finance & Economics
Faculty



B.A., Economics, Pontificia Universidad Catolica del Peru; M.A., Economics, Centro de Investigavion y Docencia Economicas; Ph.D., Applied Economics, Universidad Autonoma de Barcelona.

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Careers

Careers:    
Fee-for-service planners, investment sales and service, financial counselors, wealth and asset managers, human resources benefits managers, and a variety of other financial services specialists.
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