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Personal Financial Planning, B.S.

Requirements

365体育比赛投注The WSB Bachelor of Science in Personal Financial Planning (PFP) prepares graduates with the courses necessary to meet educational requirements to sit for the Certified Financial Planning Board of Standards, Inc. accreditation process. It is intended to prepare students to become fee-for-service professional planners with strong ethical standards who work with families and individuals developing specific budget, asset management, and related planning processes.

Total Program Credits: 120

Matriculation Requirements:
Business Foundation Courses:   
  ACC 2010 Financial Accounting 3
  ACC 2020 Managerial Accounting 3
  My Educator*    
or IM 2010 Business Computer Proficiency (3) *  
or IM 2600 Spreadsheet Applications (3)*  
  ECON 2010 Microeconomics 3
  ECON 2020 Macroeconomics 3
  MATH 1100 Introduction to Calculus (4)  
or MGMT 2240 Business Calculus 3
  MGMT 2340 Business Statistics I 3
  MKTG 2200 Written Business Communication WE (Complete with B- grade or higher) 3
General Education Requirements: 35 Credits
  ENGL 1010 Introduction to Academic Writing 3
or ENGH 1005 Literacies and Composition Across Contexts (5)  
  ENGL 2010 Intermediate Writing Academic Writing and Research 3
  MATH 1050 College Algebra (4)  
or MATH 1055 College Algebra with Preliminaries (5)  
or MATH 1090 College Algebra for Business 3
Complete one of the following: 3
  HIST 2700 US History to 1877 (3)  
and HIST 2710 US History since 1877 (3)  
  HIST 1700 American Civilization (3)  
  HIST 1740 US Economic History (3)  
  POLS 1000 American Heritage (3)  
  POLS 1100 American National Government (3)  
Complete the following:  
  PHIL 2050 Ethics and Values 3
  HLTH 1100 Personal Health and Wellness (2)  
  PES 1097 Fitness for Life 2
Distribution Courses:  
  ECON 2020 Macroeconomics (Fulfills Social/Behavioral Science credit) 3
  Biology 3
  Physical Science 3
  Additional Biology or Physical Science 3
  Humanities 3
  Fine Arts 3
Discipline Core Requirements: 77 Credits
Business Foundation Courses:  
  ACC 2010 Financial Accounting 3
  ACC 2020 Managerial Accounting 3
  My Educator*  
or IM 2010 Business Computer Proficiency (3) *  
or IM 2600 Spreadsheet Applications (3)*  
  ECON 2010 Microeconomics 3
  MATH 1100 Introduction to Calculus (4)  
or MGMT 2240 Business Calculus 3
  MGMT 2340 Business Statistics I 3
  MKTG 2200 Written Business Communication WE (Complete with B- grade or higher) 3
Business Core Courses:  
  LEGL 3000 Business Law 3
  MGMT 2390 Professional Business Presentations 3
  MGMT 3000 Organizational Behavior WE 3
  FIN 3100 Principles of Finance 3
  FIN 4290 Technological Applications in Personal Financial Planning 3
  ECON 305G International Economics (3)  
or MGMT 330G Survey of International Business (3)  
or MGMT 332G Cross-Cultural Communications for International Business 3
  MGMT 3450 Operations Management 3
  MKTG 3600 Principles of Marketing 3
  MGMT 4860 Business Strategy Formulation and Implementation 4
Personal Financial Planning Core Requirements:  
  FIN 3060 Introduction to the PFP Profession 3
  FIN 3200 Financial Counseling 3
  FIN 3210 Retirement Planning 3
  FIN 3220 Risk Management and Insurance 3
  FIN 3300 Tax Planning for Personal Financial Planners 3
  FIN 3400 Investment Management 3
  FIN 4210 Estate Planning Fundamentals 3
  FIN 4270 Wealth Management Seminar 3
  FIN 4800 Personal Financial Planning Capstone 3
  FIN 481R Personal Financial Planning Internship (2) (for a maximum of 3 credits) 3
  FIN 483R Colloquium in PFP Professionalism 1
Elective Requirements: 8 Credits
 Six credit hours from the following (or other department approved courses): 6
  FIN 3170 Financial Statement Analysis (3)  
  FIN 4190 Applied Asset Diversification and Management (3)  
  FIN 4200 Financial Counseling Practicum (3)  
  FIN 457R Advanced Topics in Finance (3)  
  FIN 4700 CFP Examination Preparation (3)  
  FIN 5180 CFA Examination Preparation (3)  
  MGMT 494R Seminar (3)  
  MKTG 3650 Professional Selling (3)  
  Two credits of any course numbered 1000 or higher 2

Graduation Requirements:

  1. Completion of a minimum of 120 semester credits required in the BS degree; at least 40 credit hours must be upper-division courses.
  2. Overall grade point average 2.0 or above with a minimum of 2.5 GPA in all Woodbury School of Business courses. No grade lower than a "C-" in core and specialization courses.
  3. Residency hours: Minimum of 30 credit hours of business courses through course attendance at UVU, with at least 10 hours earned in the last 45 hours.
  4. Completion of GE and specified departmental requirements. Students are responsible for completing all prerequisite courses.
  5. Successful completion of at least one Global/Intercultural course.

NOTE: Students will be limited to 9 hours of upper-division credit until matriculation into Woodbury School is completed.

Footnote
* Students will be required to complete My Educator with a score of 80 percent or higher or complete the IM 2010 or IM 2600 course with a grade of B- or higher.

Graduation Plan

This graduation plan is a sample plan and is intended to be a guide. Your specific plan may differ based on your Math and English placement and/or transfer credits applied. You are encouraged to meet with an advisor and set up an individualized graduation plan in Wolverine Track.

Milestone courses (pre-requisites for a course in one of the subsequent semesters) are marked in red and Italicized.

Semester 1 Course Title Credit Hours
ENGL 1010 or ENGH 1005 Introduction to Academic Writing or  Literacies and Composition Across Context  3
Math 1050 or MATH 1055 or MATH 1090
College Algebra or College Algebra with Preliminaries or College Algebra for Business 3
Physical Science  3
HLTH 1100 or PES 1097 Personal Health and Wellness or Fitness for Life 2
American Institution  3
  Semester total: 14
Semester 2 Course Title Credit Hours
ENGL 2010 Intermediate Writing Academic Writing and Research 3
MGMT 2240 or MATH 1100 Business Calculus or Introduction to Calculus 3
ECON 2010 Microeconomics 3
Humanities   3
Fine Arts   3
  Semester total: 15
Semester 3 Course Title Credit Hours
ACC 2010 Financial Accounting 3
ECON 2020 Macroeconomics (fulfills Social/Behavioral Science credit) 3
MGMT 2340 Business Statistics I 3
PHIL 2050 Ethics and Values 3
FIN 3060 Introduction to the PFP Profession 3
FIN 483R Colloquium in PFP Professionalism 1
  Semester total: 16
Semester 4 Course Title Credit Hours
ACC 2020 Managerial Accounting 3
My Educator or IM 2010 or IM 2600*    
LEGL 3000 Business Law 3
MKTG 2200** Written Business Communication WE 3
Biology   3
3rd Science   3
  Semester total: 15
*Students will be required to complete My Educator with a score of 80 percent or higher or complete the IM 2010 or 2600 course with a score of 80 percent or higher. Course could count for 2 credit of General Elective.  
Notes: **Complete with a B- grade or higher  
Semester 5 Course Title Credit Hours
FIN 3100 Principles of Finance 3
FIN 3200 Financial Counseling 3
FIN 4290 Technological Applications in Personal Financial Planning 3
MGMT 3000 Organizational Behavior WE 3
MGMT 3450 Operations Management 3
  Semester total: 15
Semester 6 Course Title Credit Hours
FIN 3210 Retirement Planning 3
FIN 3400 Investment Management 3
FIN 4210 Estate Planning Fundamentals 3
MKTG 2390 Professional Business Presentations 3
FIN 3220 Risk Management and Insurance 3
MGMT 4860 Business Strategy Formulation and Implementation 4
  Semester total: 15
Semester 7 Course Title Credit Hours
FIN 3300 Risk Management and Insurance 3
FIN 4270 Wealth Management Seminar 3
FIN 481R Personal Financial Planning Internship 3
MKTG 3600 Principles of Marketing 3
FIN Elective   3
  Semester total: 15
Semester 8 Course Title Credit Hours
MGMT 4860 Business Strategy Formulation and Implementation 4
FIN 4800 Personal Financial Planning Capstone 3
ECON 305G or MGMT 330G or MGMT 332G International Economics or Survey of International Business or Cross-Cultural Communications for International Business 3

General Elective

Could be filled with Computer Proficiency 2
FIN 4700 or FIN Elective CFP Examination Preparation 3
  Semester total: 15
  Degree total: 120

Department

Name:

365体育比赛投注Finances & Economics

Location: WB 203
Telephone:

801-863-8807

Email: walkerli@fishncamp.com
Web Address: fishncamp.com/woodbury/finance-economics
Chair: Laura Ricaldi
 
 

Mission Statement

The department offers three bachelor degree programs in Economics, Finance, and Personal Financial Planning (PFP). Graduates in economics find employment in a variety of public and private institutions while many go on to graduate education in economics, law, public policy, an MBA and other disciplines. Finance major’s move on to careers in corporate financial management, as investment managers and analysts, in banking and other careers in the finance industry. Faculty in the department have been remarkably successful in supporting students taking the financial industry’s most sophisticated accreditation exam, the Chartered Financial Analyst (CFA), first level that is available to seniors at the university level. The business world is more competitive today than in past generations. Decision makers understand the increasing importance of getting things right the first time using business models and measurement methods to make business and policy decisions.  

The PFP program is designed to prepare students for professional careers as fee-for-service certified financial planners.Unlike the other two degrees that offer Bachelor of Arts and Sciences as well as minors and emphases in integrated studies, the PFP program is restricted to a single bachelor of science degree. Students who complete the PFP degree will in many respects emulate the careers of accountants who work with individuals and organizations in the management of wealth, personal resources, and provide other professional functions.The PFP Program is registered with the Certified Financial Planner (CFP®) Board of Standards, Inc. The classes taught in the Department of Finance and Economics are designed to give students the background they need to make professional business decisions. The department also offers an online group of courses in cooperation with Dalton Education that meet the CFP® educational requirements for practicing professionals in the financial industry to sit for the accreditation examination. Finally, the department offers a post-bachelor Certificate in PFP which again has been registered with the CFP® Board to meet education requirements to qualify to take the professional accreditation exam.

365体育比赛投注Experienced faculty work with students in understanding the theory of their discipline and then demonstrate how to apply that theory in the pragmatic application of those principles in financial management, economics, statistics, and other business courses critical to their professional development.

 

 
 

Finance & Economics

Job Outlook

365体育比赛投注The need for economic and financial decision makers is increasing at all levels of business and government. Job demand is high, particularly in larger metropolitan areas, and the employment outlook is excellent. Those trained in finance and economics who also have competence in information analysis can enter fields such as fund management, energy, securities, securities market regulation, or government financial management. Those with foreign language capabilities may also have access to employment in international business, international finance, import/export, and securities operations. The PFP program gives graduates an opportunity to both work for themselves in the capacity of an individual planner as well as to obtain employment in other organizations as they provide needed services to clients.

Programs

365体育比赛投注As noted earlier, students interested in finance and economics may receive a Bachelor of Science Degree (BS) or Bachelor of Arts (BA) in Economics or Finance. There are also Minors in both Economics and Finance as well as an emphasis in Integrated Studies in both the Economics and Finance disciplines. However, the PFP program only offers a Bachelor of Science (BS) degree with a variety of courses designed to prepare students to take certification exams offered by national financial planning associations.

 
 

365体育比赛投注Woodbury School of Business

Advisement Center:

  • Office: WB 257
  • Telephone: 801-863-8032


Dean:
365体育比赛投注 Norman S. Wright

 
 

Faculty

Rachel Bi(2014)

Associate Professor

Department: Finance & Economics
Faculty



B.S., Management of Information Systems, Dalian Maritime University; M.S., Personal Financial Planning; M.B.A., Finance; Ph.D., Texas Tech University.

Directory Page >>

 

Leo Chan(2008)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.A., Ph.D., Economics, University of Kansas.

Directory Page >>

 

Vaughn Cox(2011)

Professional in Residence

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.S., M.B.A., Finance, University of Utah; Ph.D., Financial Management, University of Utah.

Directory Page >>

 

Benjamin Cummings(2019)

Assistant Professor

Department: Finance and Economics
Faculty



B.S., Psychology, Utah State University; Ph.D., Personal Financial Planning, Texas Tech University.

Directory Page >>

 

Lukas Dean(2014)

Associate Professor

Department: Finance & Economics
Faculty



B.A., M.S., Finance, Brigham Young University; Ph.D., Personal Finance, Texas Tech University.

Directory Page >>

 

Lowell Glenn(1999)

Associate Professor

Department: Finance & Economics
Department Chair

Department: Business Graduate Studies
Faculty

B.S., Public Administration/Political Science, M.B.A., Brigham Young University; Ph.D., Economics, The George Washington University.

Directory Page >>

 

Layne Kertamus(2020)

Professional in Residence

Department: Finance and Economics
Faculty



B.A., Economics, Claremont McKenna College; M.A., Intercultural Communication, California State University.

Directory Page >>

 

Amir Kia(2006)

Professor

Department: Finance & Economics
Faculty



M.A., Mathematical Economics and Econometrics, University of Ottawa; Ph.D., Economics, Carleton University, Ottawa, Canada.

Directory Page >>

 

Ryan Law(2015)

Professional In Residence

Department: Finance & Economics
Faculty



B.S., Family & Consumer Sciences, Utah State University; M.S., Personal Financial Planning, Texas Tech University.

Directory Page >>

 

Terrance Martin(2018)

Assistant Professor

Department: Finance & Economics
Faculty



B.B.A., Economics, M.B.A., Business Administration, Midwestern State University; Ph.D., Personal Financial Planning, Texas Tech University.

Directory Page >>

 

Laura Ricaldi(2015)

Assistant Professor

Department: Finance & Economics
Faculty



B.B.A., Business Administration, M.B.A, General Business, Ph.D., Personal Financial Planning, Texas Tech University.

Directory Page >>

 

Andre Rossi De Oliveira(2011)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.A., M.A., Economics, University of Brasilia; M.Sc., Mathematics, Ph.D., Economics, University of Illinois at Urbana-Champaign.

Directory Page >>

 

Abdus Samad(2002)

Professor

Department: Finance & Economics
Faculty



B.A., Economics, Rajshai University, Bangladesh; M.A., Economics, Lakehead University, Canada; Ph.D., Economics, University of Illinois, Chicago.

Directory Page >>

 

Hyrum Smith(2013)

Professional in Residence

Department: Finance & Economics
Faculty



B.S., Accounting, Utah State University; M.B.A., Business, University of Utah; Ph.D., Personal Financial Planning, Texas Tech University.

Directory Page >>

 

Maritza Sotomayor(2009)

Associate Professor

Department: Finance & Economics
Faculty



B.A., Economics, Papal Catholic University of Peru; M.A., Economics, Cetner of Investigation and Economic Teaching, Mexico; Ph.D., Applied Economics, Autonomous University of Barcelona, Spain.

Directory Page >>

 

Scott Stratton(2015)

Lecturer

Department: Finance & Economics
Faculty



B.S., Information Systems, Business Administration, University of Utah; M.S., Personal Finance, J.D., Texas Tech University.

Directory Page >>

 

Xu (Keira) Sun(2015)

Assistant Professor

Department: Finance & Economics
Faculty



B.A., Finance, Henan University of Economics & Law; M.B.A., Ph.D., Finance, The University of Texas - Pan American.

Directory Page >>

 

Cary Wasden(2015)

Professional in Residence

Department: Finance & Economics
Faculty



B.S., Zoology, M.P.A., Business Development, Brigham Young University; Ph.D. ( ABD), International Finance & Economics, Ohio State University.

Directory Page >>

 

Adam Welker(2019)

Assistant Professor

Department: Finance and Economics
Faculty



B.S., Finance, Utah State University, M.S., Financial Economics, Utah State University, Ph.D., Finance, Pennsylvania State University.

Directory Page >>

 

Careers

Careers:    
Fee-for-service planners, investment sales and service, financial counselors, wealth and asset managers, human resources benefits managers, and a variety of other financial services specialists.

Interested in a Career related to this degree? Learn more about...

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365体育比赛投注Follow the links below to view current, detailed Utah Department of Workforce Services occupational information for that career.

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