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CWU College of Business Transfer Map

Business Administration, Bachelor of Science (BS) Personal Financial Planning


Office of the Registrar
Bouillon Hall 140
Phone: (509) 963-3001
Fax: (509) 963-1230
reg@cwu.edu

Program Description

The Business Administration: Personal Financial Planning (PFP) program provides students with a broad business degree while also preparing graduates 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. 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


Course Planning

1st and 2nd Year Courses or Areas of Study
CWU Course # CWU Course Name Transfer Course #
ACCT 251 Financial Accounting ACCT& 201 and ACCT& 202
ACCT 252 Managerial Accounting ACCT& 203
ECON 201 Principles of Economics - Micro ECON& 201
ECON 202 Principles of Economics- Macro ECON& 202
BUS 241 Legal Environment of Business BUS& 201
BUS 221 Intro Business Statistics *MATH& 146
MATH 153 Pre-Calculus I MATH& 141
ECON 130 or other approved math Foundations of Business Analytics MATH& 148

Advising Notes

  • We recommend students pursue and earn an Associates of Business-DTA/MRP.
  • Students need to earn a 2.0 minimum grade in ACCT& 201 and 202, and a 1.7 minimum grade in ACCT& 203, ECON& 201, 202, BUS& 201, MATH& 146, 141 and 148.
  • Any Washington state DTA (Direct Transfer Agreement) degree will satisfy all general education requirements.
  • Major requirements may change over time; students will be expected to meet the catalog requirements in place at the time they are admitted to the major. Current catalog: https://catalog.acalog.cwu.edu/

Other Resources

Admissions: 509-963-1211 | admissions@cwu.edu | cwu.edu/admissions

Financial Aid: 509-963-1611 | FinancialAid@cwu.edu | cwu.edu/financial-aid

Transfer Center: 509-963-1390 | transfer@cwu.edu | cwu.edu/transfer

Veterans: 509-963-3028 | VA@cwu.edu | cwu.edu/veterans

International: +1-509-963-3612 | intladm@cwu.edu | cwu.edu/programs/international-student-admissions