Finance, Insurance & Real Estate

Financial Planning

The Financial Planning curriculum is interdisciplinary and offers students a broad education in financial services with emphasis on personal financial planning.  Areas of study include investments, insurance, income tax, retirement benefits, and estate planning.  Graduates of this program, which is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board), are qualified to take the Comprehensive CFP Certification Examination administered by the CFB Board.

Students with a major in Financial Planning may pursue career opportunities in the rapidly growing financial services industry, including personal financial planning, private banking/trust, securities brokerage, insurance agency sales, and employee benefit planning/consulting.

Course Requirements
FIN 3367   Introduction to Personal Financial Planning
FIN 4365   Investment Analysis
FIN 4310   Fundamentals of Life and Health Insurance
ACC 4377  Personal and Business Tax Planning
FIN 4367  Seminar in Personal Financial Counseling

Useful Electives
Risk management and insurance and Real Estate courses, especially FIN 4330.  Still other useful electives include FIN 4370, professional selling (MKT) courses, and additional accounting (ACC) courses.

For course descriptions, see Courses-Financial Planning, Courses-Finance, Courses-Risk Management and Insurance, and Courses-Accounting.  In addition, a Financial Planning  Advising Sheet, with recommended electives by career objective, is available from the Department.

Note: Baylor University does not award the CFP® and CERTIFIED FINANCIAL PLANNERTM designation.  The right to use the marks CFP® and CERTIFIED FINANCIAL PLANNERTM is granted by the CFP Board to those persons who have met its rigorous educational standards, passed the CFP Board Comprehensive CFP Certification Examination, satisfied a work experience requirement, and agreed to abide by the CFP Board Code of Ethics and Professional Responsibility. Only persons registered with the CFP Board are permitted to sit for the CFP certification examination.  CFP® certificates and licenses are issued only by the CFP Board.

Baylor University