The financial planning concentration provides an approved, 实用, 和 theoretical approach to personal financial planning. Successful completion of the curriculum satisfies the Certified Financial Planner Board of St和ards requirements for education 和 helps to prepare students to take the CFP董事会 Examination.

The concentration provides students with information 和 analytical skills in financial planning, 保险, 投资, 项目组合管理, employee 和 retirement benefits, 税收筹划, 还有遗产规划.

财务规划 Courses Include:

• Introduction to Financial 服务
• Introduction to Risk 和 Insurance
• Introduction to Federal Income Taxation
• 投资原则
• 安全分析 & 项目组合管理
• 员工福利
• 遗产规划
• 财务规划案例

Financial Planner Certification

For certification as a Certified Financial Planner (CFP) go to http://www.cfp.net/

The 金融: 财务规划 concentration was introduced in the Spring 2014 semester (参见新闻报道) 和 its status with CFP董事会 was reconfirmed in May 2016..

To learn more about studying personal financial planning or becoming a Certified Financial Planner professional visit http://www.cfp.net/ 或电子邮件 马特•科恩.

"All in all, every course that was required, I am applying in my job to some extent."

财务规划 研究生, 2014

Indiana State Status Reconfirmed by CFP董事会

2016年5月16日

澳门合法赌场官网 has maintained its registration with Certified Financial Planner Board of St和ards Inc. (CFP董事会) to provide a financial planning program with Bachelor of Science in 金融. 学生 completing the financial planning program at 澳门合法赌场官网 will have met the education st和ard of the education, 检查, 经验, ethics 和 other requirements needed for CFP® certification.

“As student interest in financial planning as a career continues to grow, we anticipate that Indiana State’s program will contribute significantly to the number of qualified c和idates seeking to attain the certification, the st和ard of excellence for competent 和 ethical financial planning,理查德·P说. Rojeck, CFP®, chair of CFP董事会’s Board of Directors.

今天, CFP董事会 partners with over 360 programs at more than 225 institutions that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification. 70多个,000 individuals have currently successfully completed the initial 和 ongoing certification requirements.  

FPA学生日

2016年FPA学生日

The event, on April 21, 2016, was organized by FPA of Greater Indiana. Our students were sponsored by Focus Indiana with the help of the ISU 职业中心. 

在这次经历中, the students “shadowed” a financial planner in the morning, 和 attended a networking luncheon with Secretary of State Securities Commissioner, Alex Glass 和 Investor Education Coordinator, 凯利Griese.