Undergraduate Program In Financial Planning

College of Applied Studies

Website: https://pc.fsu.edu/financial-planning

Faculty: Teaching Faculty I: Diana Simpson, Joseph Krupka

The College of Applied Studies offers a Bachelor of Science degree in Financial Planning. This program prepares students to become effective and successful financial planners and is registered by the Certified Financial Planner Board of Standards, Inc. Upon graduation, students will be eligible to take the CFP Certification Examination and be proficient in the academic, professional, and applied skills required for success in financial planning career. The Financial Planning major courses can be taken fully online, which provides ultimate flexibility for students in their undergraduate studies.

Admission Information

This is not a limited access program. Students transferring from another institution are strongly encouraged to earn an AA before matriculating at Florida State University and should apply for admission to the College of Applied Studies before transferring to Florida State University. Students who transfer must have an overall GPA of 2.0 or higher on all college coursework considered for admission. For more information, contact Dana Smith at dsmith@pc.fsu.edu or call (850) 770-2266.

Requirements

State of Florida Common Program Prerequisites

The state of Florida has identified common program prerequisites for this University degree program. Specific prerequisites are required for admission into the upper-division program and must be completed by the student at either a community college or a state university prior to being admitted to this program. Students may be admitted into the University without completing the prerequisites but may not be admitted into the program.

At the time this document was published, some common program prerequisites were being reviewed by the state of Florida and may have been revised. Please visit https://cpm.flvc.org/programs/136/3514 for a current list of state-approved prerequisites.

The following lists the common program prerequisites or their substitutions, necessary for admission into this upper-division degree program.

Prerequisite Coursework (21 Hours; Seven Courses)

The following courses must be completed with a C minus or better prior to entering the Financial Planning major.

ACG 2021 Introduction to Financial Accounting (3)

ACG 2071 Introduction to Managerial Accounting (3)

CGS 2100 Microcomputer Applications (3)

OR

CGS 2518 Spreadsheets for Business Environments (3)

ECO 2013 Principles of Macroeconomics (3)

ECO 2023 Principles of Microeconomics (3)

MAC 2233 Calculus for Business and Non-Physical Sciences (3)

STA 2023 Business Statistics (3)

Computer Skills Competency

All undergraduates at Florida State University must demonstrate basic computer skills competency prior to graduation. As necessary computer competency skills vary from discipline to discipline, each major determines the courses needed to satisfy this requirement. Undergraduate majors in financial planning can satisfy this requirement by earning a grade of "C–" or higher CGS2100 or CGS X518.

Oral Communication Competency

Students must demonstrate the ability to orally transmit ideas and information clearly. This requirement may be met through appropriate high school speech training or with an approved college-level course.

Language Requirement

All students must meet the foreign language admission requirement. Students do not have an additional language requirement for the BS degree. The BA degree requires proficiency in a foreign language.

Major Program of Studies in Financial Planning (39 Hours; 13 Courses)

No grade below a "C–" will be accepted for any course in the major. Maintenance of a 2.0 cumulative GPA is required. The College of Applied Studies reserves the right to refuse admission or discontinue enrollment of any student at any time, if, in the judgment of the faculty, the student does not meet departmental or major standards.

FIN 3124 Introduction to Personal Financial Planning

ECO 3042 Family and Consumer Economics

TAX 4006 Personal Income Tax Concepts for Financial Planners

NOTE: Additional courses are in the process of being approved. For further information please contact our program staff/faculty.

Required Specialized Interdisciplinary Courses (21 hours)

Students select seven courses from a list of approved courses.

If courses used to satisfy major requirements are used to meet the General Education requirements, no more than four semester hours of the General Education Requirements may also be counted towards the major requirement.

Definition of Prefixes

COM—Communication

ECO—Economics

FIN—Finance

IDS—Interdisciplinary Studies

PUR—Public Relations

RMI—Risk Management and Insurance

TAX—Taxation