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Consumer and Community Studies Major with Financial Planning Emphasis

Consumer & Community Studies | CFP Course Requirements | CCS Careers

Our Financial Planning Emphasis within the Consumer and Community Studies major is a registered program with the Certified Financial Planner Board of Standards. The program meets specific criteria set forward by the CFP® Board for educating individuals who wish to fulfill the Education component for obtaining CFP® certification. Individuals who meet the CFP® Board’s education requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the Education and Examination components completes two of the four core prerequisites to obtain CFP® certification. The other two components are Experience and Ethics.

For more information regarding the CFP® certification process, please visit http://www.cfp.net/

The Financial Planning Emphasis program is affiliated with the Personal Money Management Center (PMMC) at the University of Utah. Please visit PMMC’s website: http://personal-money-management.utah.edu.

Courses

Our CFP® Board approved educational program consists of six courses:

FCS 3500 Financial Skills for life. Offered  online and sometimes in-class. Fall, Spring and Summer semesters.
FCS 5510 Building Family Wealth: Investment and Life Insurance Planning. Offered online in the FALL semester.
FCS 5520 Retirement Planning for Families. Offered online in the FALL semester.
FCS 5530 Income Tax Planning for Families. Offered online in the SPRING semester.
FCS 5540 Protecting Family Wealth: Insurance and Estate Planning. Offered online in the SPRING semester.
FCS 5550 Financial Planning Capstone. Offered IN CLASS in the SUMMER semester. FCS 3500, 5510, 5520, 5530 and 5540 are all prerequisite to FCS 5550.

For additional course requirements for the Financial Planning Emphasis within the Consumer and Community Studies major please click here. For more information, please contact FCS undergradute academic advisor:

Advising

Financial Planning Association

University of Utah Chapter

Join the University of Utah Chapter of the Financial Planning Association (FPA) to have the opportunity to meet with financial planning professionals and discuss networking, resumes, and service opportunities. The current chapter president is Jack Maberry (jack.maberry@utah.edu). 

Student chapter members are encouraged to join FPA of Utah (utahfpa.org), which has a special discount for its student members. A membership with FPA of Utah provides benefits designed to help students succeed in internships and education, in addition to access to an online career center.

For more information email Zhou Yu (zhou.yu@fcs.utah.edu) for more information.

Last Updated: 8/18/16