Woodbury School of Business

Personal Financial Planning, B.A.

Program Introduction

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.

 

View in Course Catalog

pfpsa

Personal Financial Planning Student Association

The Personal Financial Planning Student Association (PFPSA) is a student run organization that strives to build comradery, create opportunities, and empower students to make the most of their time at UVU! Students in the PFPSA are exposed to career development opportunities and networking events while participating in engaged learning. Additionally, the PFPSA offers students access to study groups and mentorship from Seniors and Alumni
Students studying together.

The Money Success Center

The Money Success Center (MSC) is a student run organization for students pursuing their degree in PFP. Students can volunteer to become a financial coach and provide financial guidance, education, and goal setting to other students and community members. The MSC provides a way for students to give back to their school, practice their skills, and gain experience hours to put towards their licenses!

Program Learning Outcomes

BS

Program Learning Outcomes:

Apply ethical and fiduciary standards in a financial planning situation.

Evaluate a client’s financial situation and develop sound financial planning recommendations.

Calculate present and future values, interest rate, payment, and number of payments of a client’s financial goal.

Analyze a client’s investments based on a client’s unique financial situation.

Create a comprehensive written financial plan for a client that is professional and integrates all aspects of their financial situation.

Present client recommendations in an interactive and professional oral presentation. .

Additional Degrees and Certifications

green background

Master of Financial Planning & Analytics

FILL IN

green background

Finance, Minor

FILL IN

green background

Financial Planning, Certificate of Proficiency

FILL IN

Dollar bill icon

Top 10

nationally ranked program

 

Economic Data

handshake icon

Top Employers : Fidelity, Northwestern Mutual, Equitable Advisors

90%

Job placement

money icon

Median Income in Utah: $63,240

 

Graduation Plan

Semester 1

Credit Hours

Course Title
3

ENGL 1010 or ENGH 1005

Introduction to Academic Writing/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

 
2

HLTH 1100 or EXSC 1097

Personal Health and Wellness or Fitness for Life
3

American Institution

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

Semester Total:

14

Semester 2

Credit Hours

Course Title
3

MGMT 2240or MATH 1100

Business Calculus or Survey of Calculus
3

ENGL 2010

Intermediate Writing-Academic Writing & Research
3

ECON 2010

Principles of Economics I (fulfills Social/Behavioral Science credit)
3

Humanities

 
3

Fine Arts

 

Notes

Semester Total:

15

Semester 3

Credit Hours

Course Title
3

ACC 2110

Principles of Accounting I
3

MGMT 2400

Macroeconomics
3

MGMT 2340

Business Statistics I
3

PHIL 2050

Ethics and Values
3

FIN 3060

 
3

FIN 483R

Colloquium in PFP Professionalism

Notes:

Semester Total:

16

Semester 4

Credit Hours

Course Title
3

MKTG 3600

Principles of Marketing
3

My Educator or IM 2010 or IM 2600*

Business Computer Proficiency
3

FIN 3200


Financial Counseling
3

MKTG 220G**

Written Business Communication WE
3

Biology

 
3

3rd Science

 

Notes: *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 Total:

15

Semester 5

Credit Hours

Course Title
3

FIN 3100

Principles of Finance
3

FIN 4200 or FIN Elective

Financial Counseling Practicum
2

FIN 4290

Technological Applications in Personal Financial Planning
3

MGMT 3000

Organizational Behavior WE
3

MGMT 3450

Operations Management

Notes:

Semester Total:

15

Semester 6

Credit Hours

Course Title
3

FIN 3210

Retirement Planning
3

FIN 3400

Investment Management
3

FIN 4210

Estate Planning Fundamentals
3

FIN 3220

Risk Management and InsuranceV
3

FIN 457R or FIN Elective

Advanced Topics in Finance

Notes:

Semester Total:

15

Semester 7

Credit Hours

Course Title
3

FIN 3300

Risk Management and Insurance
3

FIN 4270

Wealth Management Seminar
3

FIN 481R

Personal Financial Planning Internship
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

 

Notes:

Semester Total:

15

Semester 8

Credit Hours

Course Title
3

MGMT 4860

Business Strategy Formulation and Implementation
3

FIN 4800

Personal Financial Planning Capstone
3

General Elective

Could be filled with Computer Proficiency
2

FIN 5700 or FIN Elective

CFP Examination Preparation
2

MKTG 2390

Professional Business Presentations

Notes: Matriculation can be completed after grades are posted for this semester and the N/C Matri. Orient. Completed.

Semester Total:

15

Accreditation Details

 

Our Personal Financial Planning is registered through the Certified Financial Planner (CFP®) Board of Standards.

UVU’s Personal Financial Planning program provides the rigorous curriculum needed for students to receive a CFP® Certificate, and to be prepared for successful careers in financial planning

The university offers preparation classes, as noted in parentheses, for the following certifications and/or licensures:

 

  • Certified Financial Planner (FIN 5700, FIN 6700)
  • Securities Industry Essentials (FIN 475R)
  • Series 7 (FIN 475R)
  • Accredited Financial Counselor (FIN 4600)
  • Chartered Financial Analyst (FIN 5180, FIN 6810)