Finance, Financial Planning, and Insurance

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Application for the Sequence in Personal Financial Planning

 

Applicants may be asked to meet with the program director. Places in the program may be limited based on class size.

Enrollment in  FIN 437 (tax planning), 440 and 442 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.

Students who are no longer interested in continuing in the program should inform the program director by email.