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Personal Financial Planning

Why Study Personal Financial Planning at Shippensburg University

The field of financial planning is experiencing substantial growth. The public's need for professional financial advice has been increasing drastically due to the changes in demographics and financial regulation. Take a look at the personal financial planning program at the John L. Grove College of Business, Shippensburg University, where you’ll gain the knowledge of valuation of securities, insurance, estate and retirement planning, and employee benefits.

Registered and certified by the Certified Financial Planner Board (or CFP Board), this program will help you gain a strong foundation in financial planning. As a personal financial planning student at Shippensburg University, you will learn interviewing and analytical skills to help you become financially savvy for your future career. Upon successful completion of the recommended coursework, you will be eligible to sit for the CFPexam.

Required courses:

FINA 312 Investments
FINA 320 Risk Management and Insurance
FINA 322 Estate Planning
FINA 324 Retirement Planning and Employee Benefits
FINA 333 Applied Company and Security Analysis
FINA 421 Personal Financial Planning Capstone
ACCT 306 Tax Accounting 


Dr. Fan Liu
Dept. of Finance and Supply Chain Management
Grove Hall 231