2023-2024 Catalog

Financial Planning C.G.S.

Admission Requirements

  1. A completed application form accompanied by a $50 nonrefundable application fee.
  2. A bachelor’s degree from an accredited college or university, with a minimum grade point average of 3.00 on a 4.00 scale.
  3. Official transcripts of all undergraduate and graduate records.
  4. Two courses in financial accounting, macroeconomics, and statistics/quantitative methods.
  5. Completion of the Graduate Management Admissions Test (GMAT), with a minimum score of 450.

Retention Requirements

A minimum cumulative grade point average of 3.00 on a 4.00 scale in all C.G.S. course work.

Course Requirements

Courses

CourseTitleCreditsOffered
ACCT 533Fundamentals of Financial Planning

3

Fall.
ACCT 543Personal Income Tax Planning

3

Spring.
ACCT 554Estate Planning

3

Alternate years.
ACCT 555Retirement Planning and Employee Benefits

3

As needed.
ACCT 661Financial Planning Capstone Course

3

Spring.
FIN 432Investments

4

Fall, Spring.

Total Credit Hours: 19