Personal Financial Planning

Interested in helping people plan for their financial futures? In Western Michigan University’s personal financial planning program, led by some of the best faculty, you’ll gain knowledge of securities valuation, insurance, estate and retirement planning, and employee benefits.

Nationally recognized by Financial Planning Magazine and certified by the Certified Financial Planner Board, this top undergraduate program will help you gain a strong foundation in financial planning. Learn about investments while managing $2.3 million of real money, with additional opportunities to prepare for the Series 7 exam and earn Bloomberg certification. In addition, the major prepares students for the CFP exam, where they pass at a rate 27.5% higher than the national average.

With a bachelor’s degree in personal financial planning, you could be the CFP others rely on to help make their financial futures secure and successful.

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student organizations

Our personal financial planning majors learn, grow and contribute to the success of our student organizations.

  • The Financial Services Club offers college students a variety of activities, such as finance speakers, resume workshops, travel and volunteer opportunities, and membership in the Society of Financial Service Professionals.
  • The Financial Management Association brings together students, professors and professionals as part of a global interest in the finance industry.

Personal financial planning major coursework

Major coursework

Complete these three courses in this order:

  1. FIN 3100—Introduction to Financial Markets
  2. FIN 3510—Investment Analysis
  3. FIN 3000+—Level Economics course

Electives (five required)

  • ACTY 3240—Introductory Tax Accounting 

    Required course for students planning to sit for the CFP® Certification examination.

  • FIN 3300—Real Estate Fundamentals 
  • FIN 3310—Real Estate Finance 
  • FIN 3450—Computer Applications in Finance 
  • FIN 3600—Risk and Insurance 

    Required course for students planning to sit for the CFP® Certification examination.

  • FIN 3720—Estate Planning

    Required course for students planning to sit for the CFP® Certification examination.

  • FIN 3730—Retirement Planning and Employee Benefits

    Required course for students planning to sit for the CFP® Certification examination.

  • FIN 4320—Real Estate Investments
  • FIN 4330—Real Estate Appraisal 
  • FIN 4370—Real Estate Management 
  • FIN 4480—Internships in Finance
  • FIN 4530—Securities Analysis 
  • FIN 4710—Applications in Personal Financial Planning

    Required course for students planning to sit for the CFP® Certification examination.

  • FIN 5530—Student Managed Investment Fund 

Read more information about prerequisites and course requirements in the WMU catalog.

career placement

Students have been placed in a variety of professional positions in financial institutions and brokerage, insurance, personal financial planning and accounting firms, including:

Questions

If you have questions or concerns about your coursework, or you seek career advising, contact a faculty member:

Dr. Onur Arugaslan
Office: 3362 Schneider | (269) 387-6159
Email Onur Arugaslan

Dr. Judy Swisher
Office: 3264 Schneider | (269) 387-5741
Email Judy Swisher