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The minor in Personal Financial Planning prepares students for leadership roles in this growing profession. Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances.
The minor in Financial Planning is available to all non-Finance undergraduate students enrolled at Central Connecticut State University. Central's minor in Personal Financial Planning is an ideal minor for non-Finance majors seeking to build their financial knowledge and increase their career opportunities.
The minor in personal financial planning addresses career planning needs of students who would like to complement their major area of study with a focused professional component in the rapidly growing specialism of financial advisor and personal financial planner. The minor is ideal for students who are considering progressing to a role in banking, insurance, retirement planning, investment management, personal benefit administration, or financial planning. Not open to Finance majors.
Requirements (18 credits):
Required Courses (12 credits) :
Electives Courses: (6 credits)
The electives courses must be approved by the Finance Department Chair before the courses are taken.Students must complete the entire personal financial planning minor course requirements with a minimum cumulative grade point average of 2.00 for the six courses used to complete the personal financial planning minor. Students must also receive a grade of C- or better in each minor course taken.
Total Credit Hours: 18
Students intending to complete the Certified Financial Planner (CFP) Certification Examination should major in Finance with a concentration in Personal Financial Planning - rather than pursuing this minor. The Personal Financial Planning minor does not make you eligible to sit for the CFP Certification Examination. For more information on the major in Finance with a concentration in Personal Financial Planning, click here.
