金融: Financial Planning Concentration
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.
电子游戏试玩
Dr. 金公园 |
Connect with us
We value our business partners 和 take pride in the relationships we have formed with them.
Whether your interests are hiring our students, mentoring them, serving on one of our advisory boards, sponsoring or donating to our programs, providing speakers, or simply attending one of our events, we would like to hear from you.
Accreditation
看到我们的 Accreditation page for more details on these accreditations
看到我们的 Financial Planning Concentration page
看到我们的 Sales 和 Negotiations Center pages
事件
WCISBDC: Allyship Program
Pride in the Workplace
WCISBDC: Cybersecurity for Small Businesses
Wednesday, July 19, 2023
Scott 工商管理硕士 Virtual Info Session
Wednesday, July 19, 2023
Professional 工商管理硕士 in Westfield Info Session
Wednesday, July 19, 2023
WCISBDC - You Go Girl!
Sessions start Tuesday, August 1, 2023
WCISBDC: Pride Pitch
Friday, August 11, 2023
SCOB Student Picnic
Wednesday, August 30, 2023
Student Managed Investment Fund Consortium Conference
Thursday/Friday, October 5/6, 2023
Give to Blue Day
Wednesday, March 20, 2024
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