Mar 20, 2018  
2016-2017 University Catalog 
2016-2017 University Catalog [ARCHIVED CATALOG]

Financial Counseling and Planning, BS

Return to {$returnto_text} Return to: College of Health and Human Sciences

About the Program

Do you enjoy math but want to do more than crunch numbers for a career? In financial counseling and planning, you’ll learn how to combine your financial aptitude with communication skills to help others achieve financial security. The program is registered with the Certified Financial Planner Board, and successful completion of the program satisfies the education component of the CFP certification process. For more information, please visit

Degree Requirements and Supplemental Information

The full Program Requirements for 2016-17 Financial Counseling and Planning  include all Supplemental Information and selective lists of those categories which a student must fulfill in order to earn their degree. These are intended to be printer-friendly, but include less descriptive course detail.

Please see below for program requirements and the necessary degree fulfillments.

120 credits

Required Courses in Other Departments (66-67 credits)

Electives (19-21 credits)

120 semester credits required for Bachelor of Science degree

University Foundational Learning Outcomes List

Program Requirements

16 - 17 Credits

Spring 1st Year

15 Credits

Fall 2nd Year

15 Credits

Spring 2nd Year

15 Credits

15 Credits

15 Credits

Summer 3rd Year

  • CSR 48000 - Financial Counseling and Planning Internship or
  • Field Experience - Credit Hour: 2.00 - 3.00
    • ** NOTE: Students may opt for the Study Abroad Internship Program in Dublin, London, or Sydney (6 credits) or complete the Interns for Indiana Internship (3 credits) to fulfil this requirement.

2-3 Credits

15 Credits

Spring 4th Year

12 Credits


(1) Quantitative Reasoning:  MA 15555  or higher from the University Core Curriculum.
(2) Science Options: Choose two courses selected from the University Core Curriculum Science options (4 - 8 hours).
(3) STAT 11300  meets the University Core Curriculum Science, Technology & Society competency.
(4) STAT Selective: Choose one additional Statistics course from STAT 30100 , STAT 22500 , STAT 50100 , SOC 38200 , or equivalent.
(5) Approved Study Abroad Experience is an option.
(6) Humanities: 3 hours selected from the University Core Curriculum humanities options.

CSR 48500  CAPSTONE COURSE: Students should be mindful of the pre-requisite courses and mandatory sequencing leading up to this course as some pre-requisites are only offered one time per year! Prerequisites: AGEC 42500  (a fall only course); AGEC 45600  (a spring only course); CSR 38600  and CSR 48600 .

PUWL: Must be taken at Purdue University in accordance with the CFP®

Foreign Language Courses

Foreign Language proficiency requirements vary by program.  For acceptable languages and proficiency levels, see your advisor:

American Sign Language, Arabic, Chinese, French, German, (ancient) Greek, Hebrew, Italian, Japanese, Latin, Portuguese, Russian, Spanish

Critical Course

The ♦ course is considered critical. A Critical Course is one that a student must be able to pass to persist and succeed in a particular major.

Return to {$returnto_text} Return to: College of Health and Human Sciences