Office of the Registrar
Personal Financial Planning, Bachelor of Science (BS)
Program Description
The focused Personal Financial Planning (PFP) major is for students who really want to focus on preparing for a career as fee-for-service professional planners with strong ethical standards who work with families and individuals developing specific budget, asset management, and related planning processes. The program design and content also meets educational requirements to sit for the Certified Financial Planning Board of Standards, Inc. accreditation examination
Likely Career Paths
Certified Financial Planner, Financial Manager, Budget Analysis, Real Estate Broker, Securities, Commodity and Financial Services Agent
Key Considerations
- Cost: University-wide costs (Visit the CWU Financial Aid site for more information)
- Location: Ellensburg
- Primary contact: 509-963-2930 | CBAdvising@cwu.edu | CWU Business Advising
Course Planning
1st and 2nd Year Courses or Areas of Study
CWU Course # | Transfer Course # |
---|---|
ACCT 251 | ACCT& 201 and ACCT& 202 |
ECON 201 | ECON& 201 |
ECON 202 | ECON& 202 |
BUS 241 | BUS& 201 |
BUS 221/MATH 211 | MATH& 146 |
Advising Notes
- We recommend students pursue and earn an Associate in Business- DTA/MRP. However, any WA state DTA (Direct Transfer Agreement) degree will satisfy CWU General Education requirements.
- Students need to earn a 2.0 minimum in ACCT& 201 and ACCT& 202, and a 1.7 minimum grade for BUS& 201, ECON& 201, 202, and MATH& 146.
- Major requirements may change over time; students will be expected to meet the catalog requirements in place the quarter they begin at CWU.
Other Resources
Admissions: 509-963-1211 | admissions@cwu.edu
Financial Aid: 509-963-1611 | FinancialAid@cwu.edu
Scholarship Information: 509-963-1611 | Scholarships@cwu.edu
Transfer Center: 509-963-1390 | transfer@cwu.edu
Veterans: 509-963-3028 | VA@cwu.edu
International: +1-509-963-3612 | intladm@cwu.edu
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