Financial Planning

Financial Planning

Division of Professional Studies

Financial planning is one of several Professional Studies programs offered at YHC. This six-class minor is a CFP® Certification Professional Education Program that provides students the knowledge to deliver professional, competent and ethical financial planning services to clients. As a Registered Program of the Certified Financial Planner Board of Standards, Inc., completion of the program allows students to sit for the Certified Financial PlannerTM Exam and continue on a path to becoming a Certified Financial PlannerTM.

When viewing requirements for your minor, please select appropriate catalog year.

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What will I take?

Classes in Financial Planning, including:

  • Principles of Financial Planning & Risk Management: the fundamental concepts of the financial planning process and approaches to risk management
  • Retirement Planning and Employee Benefits: retirement planning process and integration of employee benefits in the client’s overall retirement
  • Investments: the concepts of securities markets, market cycles, cash and cash equivalents, and analysis techniques
  • Taxation for Financial Planning: tax law fundamentals with a focus on individual, business entities, estates and trusts characteristics and income tax calculations
  • Estate Planning: benefits and elements of creating wills, trusts, power of attorney, medical power of attorney and guardians
  • Financial Planning Capstone: the culminating program course that integrates the content areas above through detailed case analysis projects to demonstrate mastery of the required knowledge topics

What can I do with a minor in financial planning?

Demand for personal financial advisors is expected to grow at a faster than average rate of 7% through 2028, according to the Bureau of Labor Statistics. Financial planners work one-on-one with their clients to develop strategies for meeting their short- and long-term financial goals. Financial planning involves looking at a client's entire financial picture and advising them. From saving for education and planning for retirement to effectively managing taxes to preserve wealth and insurance to mitigate financial risks, financial planners develop valuable relationships with their clients to provide them with confidence today and a more secure tomorrow.