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, portfolio management, employee 和 retirement benefits, 税收筹划, 和 estate planning.

Financial Planning Courses Include:

• Introduction to Financial 服务
• Introduction to Risk 和 Insurance
• Introduction to Federal Income Taxation
• Principles of Investments
• Security Analysis & Portfolio 管理
• Employee Benefits
• Estate Planning
• Cases in Financial Planning

Financial Planner Certification

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

The 金融: Financial Planning concentration was introduced in the Spring 2014 semester (see news story) 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."

Financial Planning 研究生, 2014

Indiana State Status Reconfirmed by CFP董事会

2016年5月16日

Indiana State University 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 Indiana State University 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,” said Richard P. 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 Student Day

FPA Student Day 2016

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. 

In this 经验, 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.