Winthrop University: CBA - Finance - Degree Info.: Financial Planning
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111 Thurmond Building
Rock Hill, SC 29733, USA

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Degree Information

Financial Planning

The Personal Financial Planning track serves students interested in becoming a Personal Financial Planner.  Financial Planners currently are among the highest compensated professionals.  Our program is registered with the Certified Financial Planner Board of Standards, Inc.  Accordingly, students that complete this track automatically qualify to take the CFP Certification Examination.  This is a comprehensive two-day exam leading to the CFP designation.  This is now the leading designation in the financial services industry.

"Financial planners" focus their attention on the creation, protection, and distribution of wealth for their clients.  They gather client data and work with individuals to establish financial goals, evaluate the client's current financial situation, develop financial planning recommendations and alternatives, and implement and monitor the on-going financial plan. Financial planners work with individuals and families.  They also work with the owners of small businesses and executives in large corporations and non-profit organizations.  In many cases financial planners are part of a team that consists of an accountant, attorney, and an insurance agent.

The following courses are required for all students majoring in Personal Financial Planning:

FINC 315:  Principles of Financial Planning

FINC 420:  Financial Plan Development

FINC 512:  Investment Management

FINC 515:  Fundamentals of Insurance

FINC 516: Employee Benefits and Retirement Planning

ACCT 401:  Introduction to Tax

BADM 501:  Estate Planning

Last Updated: 10/9/20