Program Overview

Financial Planning Option

The Financial Planning Option provides the coursework required to sit for the Certified Financial Planner Certification Exam, a required component for certified financial planners. Coursework includes financial management, investments, and financial, tax, estate, insurance, and retirement-planning that culminates in a Capstone comprehensive financial plan.

Option Details

• Option Code: 029
• Locations:
  • Corvallis
  • Ecampus

Learning Outcomes

Upon successful completion of the program, students will meet the following learning outcomes:

• Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum.
• Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.
• Apply the CFP Board Financial Planning Practice Standards to the financial planning process.

Course List

| Course List Code | Title | Credits
---|---|---
BA 240| FINANCE 1| 4
or BA 360| INTRODUCTION TO FINANCIAL MANAGEMENT
FIN 341| INVESTMENTS 1| 4
FIN 460| PRINCIPLES OF FINANCIAL PLANNING 1| 4
FIN 461| INSURANCE PLANNING| 2
FIN 462| TAX PLANNING| 2
FIN 463| RETIREMENT PLANNING| 2
FIN 464| ESTATE PLANNING| 2
FIN 465| FINANCIAL PLANNING CAPSTONE| 4
Total Credits| 24

Notes

Courses may double-count between the Finance major and this option.