Finance, Financial Planning, and Insurance

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Application for the Sequence in Personal Financial Planning


Please complete FIN 303 (Financial Management) before applying. Applicants may be asked to meet with the program director; places in the program may be limited based on class size.

Enrollment in  FIN 440, 442, and 446 will be guaranteed for students who are registered in the program and who are at the appropriate point in their studies. Students who are registered in the program and who successfully complete the required classes will be eligible to take the CFP Exam.