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Minor in Financial Planning

The Financial Planning minor will prepare students to effectively manage their own financial affairs throughout life, comprising one of the most useful programs of study that can be undertaken.

For those desiring to become personal financial planners, this minor will also help prepare students to become financial advisors within a variety of financial institutions. While the minor itself does not bestow the professional Certified Financial Planner® certificate, our financial planning minor is designed to prepare students for the CFP® Certification Examination in order to become a Certified Financial Planner®.

The financial planning program at Southern Wesleyan University is different from competitive secular programs in that it is established on a foundation of Christian values for wealth management. The accumulation of wealth is not an end in itself, but a means of service to God and others through wise stewardship of the blessings He has given.  The Benson School of Business places a high priority on ethics, integrity, and service.

Coursework

Required Courses for Minor (21 hours):

  • FPLN 3003 — Fundamentals of Financial Planning
  • FPLN 3103 — Insurance Planning
  • FPLN 3203 — Investment Income Planning
  • FPLN 3303 — Income Tax Planning
  • FPLN 3403 — Retirement Planning
  • FPLN 3503 — Estate Planning
  • FPLN 4003 — Financial Planning Case Study Applications
“Money wisdom is vital to both survive and thrive as adults in our modern society. It’s really not optional, so learn as much as you can as soon as you can. Your present and your future depend on it!”

Pete Benson
Author, Advisor and CEO of Beacon Capital Management

Federal financial aid regulations state that for each semester at least 50% of an On-Campus student’s course load must consist of face-to-face courses for the duration of the semester, and that for each semester at least 50% of a SWU Online student’s course load must consist of online courses for the duration of the semester.