Finance, Financial Planning, and Insurance

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Sequence in Personal Financial Planning

The Department of Finance, Financial Planning, and Insurance offers two CFP Board-Registered undergraduate programs:

(1) Bachelors of Science in Finance – Sequence in Personal Financial Planning
(2) Bachelors of Science in Business Administration, Option in Insurance and Financial Services – Sequence in Personal Financial Planning

The Sequence in Personal Financial Planning is a set of courses approved by the Certified Financial Planner Board of Standards to prepare students to sit for the CFP® Certification Examination.  CFP Certification is a recognized standard for personal financial planners. Personal Financial Planners work with individuals to help them meet their financial objectives. It is a fast-growing and rewarding field. 

Completing a CFP Board-Registered Program at CSUN will allow the student to apply for the CFP Certification Exam.

Visit the CFP Board website for details. 

 

Program Details

FAQ for the Sequence in Personal Financial Planning (pdf)

Apply to program

Admitted students should see Dr. Beck for access to the Financial Planning Program blog for information on scholarships, internships, and careers.

 

Fall 2015 Networking Events

Thursday, September 10, 5pm - 6.30pm, JH 4117

Thursday, October 1, 5pm - 6.30pm, JH 4117

Thursday, October 22, 4pm - 5.30pm, JH 4117

Thursday, November 19, 5pm - 6.30pm, JH 4117

 

Planned Course Offerings for the Sequence in Personal Financial Planning

This tentative course offering schedule is effective for the Fall 2015 and Spring 2016 semesters. 

Course Number

Course Title

Frequency

FIN 303

Financial Management

Multiple sections in Fall, Spring, and Summer.

FIN 352

Investments I

Multiple sections in Fall and Spring. One section in Summer.

FIN 336

Principles of Insurance

One section in Fall and Spring.

FIN 437

The Tax and Estate Planning section of Advanced Topics

One section, Fall only.

FIN 440

Retirement Planning
and Employee Benefits

One section, Spring only.

FIN 442

Theory and Practice of Financial Planning

One section in Fall and Spring.