Minor in Certified Financial Planning
Enhance your Value in the Wealth and Financial Management World
The Minor in Financial Planning is designed for all Business majors (especially Finance majors) who seek a career in wealth or financial management. The content (offered through our online consortium partners at Rize) is aligned with and certified by the CFP Board as a CFP Board Registered Program.
According to the Bureau of Labor Statistics, Personal Financial Advisors earn a median annual salary of $95,390, with projected job growth of 13% over the next 10 years.
Format
Online
Credit Hours
21 credits
Additional Requirements
None
About the Program
Financial Advisors and Planners are accredited by the Certified Financial Planner Board of Standards (CFP Board), which ensures that advisors and planners meet strict educational, professional and ethical requirements. While accreditation under the CFP Board is not always required to work as a Financial Advisor or Planner, it vastly improves professional opportunities for those holding the certification, either by itself or along with other certifications, such as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA).
The minor in Financial Planning at the Graham School of Management prepares students for a career as a Financial Planner or Advisor, as described below.
- Education
- Complete a bachelor’s degree.
- Complete the seven-course sequence in the Financial Planning minor.
- Exam: Complete a 170 Question, 6-hour Multiple-Choice exam offered in March, July and November
- Experience: Complete 6,000 hours of professional experience relating to financial planning, or complete 4,000 hours of an apprenticeship. This experience must be completed within five years of sitting for the exam
- Ethics: Complete the ethics declaration forms and pass a background check
The courses and content are aligned with and certified by the CFP Board as a CFP Board Registered Program. The courses and content prepare a student to sit for the CFP exam and complete the CFP certification process. (See above for the requirements for a CFP certification).
Review the complete CFP Certification Learning Objectives
Fall Courses
FINC 322, FINC 324, FINC 325, FINC 327
Spring Courses
FINC 323, FINC 326, FINC 328
Contact the Office of Admission
- 773-298-3050
- Toll Free: 844-GOTO-SXU (844-468-6798)
- Fax: 773-298-3076
- Email: admissionFREESXU
- M-F: 8:30 a.m. to 4:30 p.m.
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BBA Program Director
Alex King
BBA Program Director
Phone: 773-298-3632
Email: akingFREESXU
Meet the Faculty
Josh Anderson
Assistant Professor
Phone: 773-298-3614
Email: janderson@sxu.edu
Vincent Cicchirillo
Associate Professor
Phone: 773-298-3633
Email: cicchirillo@sxu.edu
Paris Davis
Adjunct Faculty
Phone: 773-298-3600
Email: pdavis@sxu.edu
Indranil Ghosh
Dean
Phone: 773-341-5015
Email: ghosh@sxu.edu
Brian Hill
Associate Professor
Phone: 773-298-3680
Email: bhill@sxu.edu
Monzurul Hoque
Professor
Phone: 773-298-3616
Email: hoque@sxu.edu
Alexander King
Assoc Prof/BBA Director
Phone: 773-298-3632
Email: aking@sxu.edu
Cheryl Luczak
Associate Professor
Phone: 773-341-5014
Email: luczak@sxu.edu
Hamid Mohammadi
Professor
Phone: 773-298-3621
Email: mohammadi@sxu.edu
David Parker
Associate Professor
Phone: 773-298-3664
Email: dparker@sxu.edu
Chris Perez
Director of MBA Program
Phone: 773-298-3605
Email: jcperez@sxu.edu
Faisal Rahman
Professor
Phone: 773-298-3606
Email: rahman@sxu.edu