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Finance: Financial Planning Concentration

The financial planning concentration provides an approved, practical, and theoretical approach to personal financial planning. Successful completion of the curriculum satisfies the Certified Financial Planner Board of Standards requirements for education and helps to prepare students to take the CFP Board Examination.

The concentration provides students with information and analytical skills in financial planning, insurance, investments, portfolio management, employee and retirement benefits, tax planning, and estate planning.

Financial Planning Courses Include:

  • Introduction to Financial Services
  • Introduction to Risk and Insurance
  • Introduction to Federal Income Taxation
  • Principles of Investments
  • Security Analysis & Portfolio Management
  • 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 Finance: Financial Planning concentration was introduced in the Spring 2014 semester (see news story) and its status with CFP Board 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/ or email Matt Cohen.

 

"All in all, every course that was required, I am applying in my job to some extent."

Financial Planning Graduate, 2014

Indiana State Status Reconfirmed by CFP Board

May 16, 2016

CFP LogoIndiana State University has maintained its registration with Certified Financial Planner Board of Standards Inc. (CFP Board) to provide a financial planning program with Bachelor of Science in Finance. Students completing the financial planning program at Indiana State University will have met the education standard of the education, examination, experience, ethics and 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 candidates seeking to attain the certification, the standard of excellence for competent and ethical financial planning,” said Richard P. Rojeck, CFP®, chair of CFP Board’s Board of Directors.

Today, CFP Board 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. More than 70,000 individuals have currently successfully completed the initial and ongoing certification requirements.  

FPA Student Day

FPA Student Day 2016

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 Career Center. 

In this experience, the students “shadowed” a financial planner in the morning, and attended a networking luncheon with Secretary of State Securities Commissioner, Alex Glass and Investor Education Coordinator, Kelly Griese.

Contact Us

Contact Us

Dr. Steven Lamb
Finance Program Coordinator
Scott College of Business
Federal Hall, Room 105
Indiana State University
30 N. 7th St., Terre Haute, IN 47809
Phone: 812-237-2112
Fax: 812-237-4374
Steven.Lamb@indstate.edu

 

Chartered Financial Analyst - University Affiliation Program

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We value our business partners and 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.

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Accreditation

Events

Tuesday, November 24, 2020
WCISBDC: Business Listening and Strategy Sessions

Tuesday, December 1, 2020
SNC: Reverse Career Fair

Wednesday, December 2, 2020
WCISBDC & SNC: Maintaining the Sales Relationship in a Pandemic

Tuesday, December 8, 2020
SNC Speed Selling

Thursday, December 10, 2020
SNC Speed Selling

Friday/Saturday, December 11/12, 2020
Winter Commencement

Saturday, February 6, 2021
Networks Professional Development Program Interview Day 

Wednesday, March 3, 2021
Give to Blue Day

Wednesday, March 24, 2021
Ethics Conference

 

Scott College of Business Calendar
Scott College of Business Events
Indiana State University Calendar

West Central Indiana SBDC Events