Personal & Family Financial Planning Undergraduate Minor

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Minoring in Personal & Family Financial Planning

If you’re curious about how personal beliefs, values and lifestyle work in tandem to influence how people save, budget and invest — and what your role can be in helping them prepare for the future — consider partnering your major with a minor in Personal & Family Financial Planning.

Topics of Study

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Family Financial Planning
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Wealth Management
  • Client Services
  • Financial Services

Sample Courses

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Courses
  • PFFP 315: Applied Personal & Family Income Tax Planning
  • PFFP 402: Personal & Family Estate Planning
  • PFFP 403: Retirement Savings & Family Income Strategies

See our course listings

Minor Requirements

Prerequisites for PFFP 310, PFFP 314, PFFP 315 and PFFP 402:

  • Math 116 or 113
  • ACCT 200
  • ECON 200

Prerequisites for PFFP 311 and PFFP 403:

  • Math 116 or 113
  • ACCT 200
  • ECON 200
  • ACCT 210

Learn more

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Tiffany Ortega

Elevate Your Education

Make an appointment with an adviser to learn about all the ways that a minor in Personal & Family Financial Planning can benefit your main course of study.

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