| Program name: | Financial Planning Certificate |
|---|---|
| Type of program: | |
| The program will be offered at: |
| Existing courses required for completion of program: (list each individually, one course per line, with course number, title, and credit hours) | |
|---|---|
| Courses new to university offering required for completion of program: (list each individually, one course per line, with course number, title, and credit hours) | |
| 6400:417 Retirement and Estate Planning 3 cr. | |
| Deletion of required courses | |
| Existing courses which can be used as electives in program: (list each individually, one course per line, with course number, title, and credit hours; if options exist, list by option) | |
| Courses new to university offering which can be used as electives in program: (list each individually, one course per line, with course number, title, and credit hours; if options exist, list by option) | |
| Deletion of elective courses | |
| Change in number of elective credits | |
| Change in number of required credits | |
| Current: 18 New: 21 | |
| Change in number of credits required for degree | |
| Change in other degree requirements | |
| Change in admissions requirements for direct admits | |
| Current requirements: Proposed requirements: | |
| Change in admissions requirements for students using intercollege transfer | |
| Current requirements: Proposed requirements: | |
| Change in admissions requirements to a graduate program | |
| Current requirements: Proposed requirements: | |
| Implementation Plan | |
| Additional program requirements: | |
| Other information: | |
| Resource statement: | |
| Added course is required for all financial planning majors, minors, and certificate programs, as well as being an elective in the Financial Services and Corporate Financial Management programs so as to adequately absorb the cost of an adjunce faculty instructor in the added three credit requirements. | |
| Web components statement: | |
| Rationale: | |
| The new course has been added to all financial planning programs to assure appropriate coverage of the identified areas as the resuilt of course content analysis and observations be the accrediting body. | |
| Bulletin description: | |
| FINANCIAL PLANNING
The 21 credit certificate in Financial Planning will permit students to acquire the educational foundation for a career in financial planning and will qualify them to sit for the Certified Financial Planner Certification Examination. 6200:410 Taxation for Financial Planning 3 cr. 6400:301 (fka 6400:371) Business Finance or 6140:300 (fka 6140:370) Introduction to Finance (non-business students only) 3 cr. 6400:332 Personal Financial Planning 3 cr. 6400:343 Investments 3 cr. 6400:415 Risk Management and Insurance 3 cr. 6400:417 Retirement and Estate Planning 3 cr. 6400:432 Seminar in Financial Planning 3 cr. |