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CWU College of Business Transfer Map

Personal Financial Planning, Bachelor of Science (BS)

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

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

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
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/MATH 211 Intro Business Statistics MATH& 146

Other options may be available, we recommend viewing the Transfer Equivalency Site (TES) for other acceptable equivalences or contacting us.

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. 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

Scholarship Information: 509-963-1611 | Scholarships@cwu.edu | cwu.edu/scholarships/

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