The Personal Financial Planning Major at Bradley University is an official recognized Certified Financial Planning® (CFP) program. This accreditation means that all Personal Financial Planning graduates meet the educational requirements and are qualified to sit for the CFP® exam upon completing the program, if desired. The program provides students with the tools needed to pursue a career in financial advisory services, including personal wealth management, insurance, and personal banking. 

Students interested in the Personal Financial Planning Major are strongly encouraged to consider concentrations in Social Media Marketing and/or Sales. Students cannot double major in corporate and personal finance.

Departmental requirements for the Personal Financial Planning Major: 

Course List

Code	Title	Hours
Core Finance Topic		19
FIN 200	Introduction to Finance
ATG 201	Accounting Principles-Accounting Techniques
ATG 301	Intermediate Accounting I
FIN 322	Business Finance
FIN 325	Investment Analysis
FIN 328	Financial Institutions and Markets
FIN 422	Financial Analysis
Foundation Courses in Personal Finance		15
FIN 220	Personal Finance
FIN 330	Financial Services Marketing
FIN 331	Personal Investing
ATG 479	Personal Tax and Estate Planning
FIN 495	Personal Financial Planning Capstone
Additional Requirements
MTH 115	Brief Calculus With Applications I 1	4.0
Q M 263	Quantitative Analysis II 2	3.0
Total Hours		41

¹

The required math option in the Foster College Core is MTH 115 Brief Calculus With Applications I.

²

Students complete Q M 263 Quantitative Analysis II as their Foster College Core Quantitative-Skill Building course.