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Financial Planning Minor Students

Minor in Financial Planning

Contact Us

Undergraduate Admissions
(954) 262-8000
(800) 338-4723

The Financial Planning minor is designed for students who would like to pursue a career in financial planning or wealth management. This minor is a CFP Board-Registered Program that meets specific criteria for educating students who wish to fulfill the education component for obtaining CFP® certification. Individuals who meet CFP Board's education requirements are eligible to sit for the CFP® Certification Examination.

To be authorized to use the CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo and CFP Logo certification marks, individuals must complete additional examination, experience, ethics and other requirements. The prohibition against using marks owned by CFP Board in the title of the program except as specifically provided is to help ensure proper use of those marks and to avoid confusion as to the source of the courses.

The completion of the Financial Planning minor requires the completion of 18 credits.

For more information, email

FIN 4310 Financial Planning Fundamentals and Insurance   3 credits
FIN 4320 Investment Planning   3 credits
FIN 4330 Tax Planning   3 credits
FIN 4340 Retirement Planning   3 credits
FIN 4350 Estate Planning   3 credits
FIN 4360 Financial Planning Capstone   3 credits
FIN 4370 Financial Planning Review   3 credits


Current students: Please consult your Academic Advisor for program requirements or access SharkLink for your CAPP report. Program requirements are subject to change, and your Academic Advisor or CAPP report can provide you with the courses required for your catalog term.

Full-time professionals are available to discuss the minor in financial planning curriculum with you in greater detail. Simply call 800-338-4723 or contact our Office of Undergraduate Admissions.

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