Financial Counseling and Planning, BS

About the Program

Purdue’s Financial Counseling and Planning (FCPL) program equips students to become trusted financial advisors, helping individuals and families navigate their financial journeys. As the only Purdue program registered with the Certified Financial Planner Board (CFP®), this top-ranked program prepares students for the CFP® certification, the industry’s gold standard.

With a comprehensive curriculum covering all facets of financial planning, students gain the knowledge to thrive in a fast-evolving industry. The program emphasizes experiential learning, ensuring that students gain real-world skills through required internships or work experience that set them apart professionally. The Purdue student chapter of the Financial Planning Association further enhances this experience, connecting students with professionals from small and large corporations, and expanding their network through guest speakers and industry conferences.

At Purdue HTM, students don’t just learn about finance - they create transformational experiences, preparing to lead the future of financial planning with an innovative mindset and hands-on expertise.

Division of Consumer Science

Financial Counseling and Planning Major Change (CODO) Requirements   

Degree Requirements

120 Credits Required

Departmental/Program Major Course Requirements (30 credits)

• AGEC 42500 - Estate Planning And Property Transfer Credits: 3.00 ♦
• AGEC 45600 - Federal Income Tax Law Credits: 3.00 ♦
• CSR 10000 - Introduction To CSR Credits: 1.00

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• CSR 20000 - Professional Development In Consumer Science Credits: 1.00 or
• ENTR 46000 - Internship And Career Preparation Seminar Credits: 1.00 or
• HTM 20000 - Career Exploration And Development Seminar Credits: 1.00 or
• MGMT 29500 - Business Professional Development & Career Strategies Credits: 1.00

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• CSR 30900 - Leadership Strategies Credits: 3.00
• CSR 34200 - Personal Finance Credits: 3.00
• CSR 38600 - Risk Management Credits: 3.00
• CSR 48000 - Financial Counseling And Planning Internship Credits: 1.00
• CSR 48100 - Ethics And Behaviors In Financial Planning Credits: 3.00
• CSR 48400 - Consumer Investment And Savings Decisions Credits: 3.00
• CSR 48500 - Case Studies In Financial Planning Credits: 3.00
• CSR 48600 - Retirement Planning And Employee Benefits Credits: 3.00

Other Departmental/Program Course Requirements (67-74 credits)

• AGEC 33100 - Principles Of Industrial Selling Credits: 3.00 ♦
• CNIT 13600 - Personal Computing Technology And Applications Credits: 3.00 ♦
• COM 11400 - Fundamentals Of Speech Communication (UCC: OC) Credits: 3.00 ♦
• COM 21200 - Approaches To The Study Of Interpersonal Communication (UCC: BSS) Credits: 3.00 ♦
• COM 32500 - Interviewing: Principles And Practice Credits: 3.00 ♦
• ECON 25100 - Microeconomics (UCC: BSS) Credits: 3.00 ♦
• ECON 25200 - Macroeconomics (UCC: BSS) Credits: 3.00 ♦

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• MGMT 32300 - Principles Of Marketing Credits: 3.00 ♦ or
• MGMT 32400 - Marketing Management Credits: 3.00

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• MGMT 25400 - Legal Foundations Of Business I Credits: 3.00 or
• MGMT 45500 - Legal Background For Business I Credits: 3.00 ♦
• MGMT 45600 - Legal Foundations For Business II Credits: 3.00 ♦
• PSY 12000 - Elementary Psychology (UCC: BSS) Credits: 3.00 ♦
• SOC 10000 - Introductory Sociology (UCC: BSS) Credits: 3.00 ♦
• STAT 11300 - Statistics And Society (UCC: IL/STS) Credits: 3.00 ♦

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• ENGL 10600 - First Year Composition With Conferences (UCC: IL/WC) Credits: 4.00 ♦ or
• ENGL 10800 - First Year Composition (UCC: IL/WC) Credits: 3.00 ♦

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• HTM 14100 - Financial Accounting For The Service Industries Credits: 3.00 or
• MGMT 21200 - Business Accounting Credits: 3.00 or
• MGMT 20000 - Introductory Accounting Credits: 3.00 ♦

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• HTM 24100 - Managerial Accounting In Service Industries Credits: 3.00 or
• MGMT 20100 - Management Accounting I Credits: 3.00 ♦

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• Statistics Selective - must be completed with a C- or better. Choose one course below:

• STAT 22500 - Introduction To Probability Models Credits: 3.00
• STAT 30100 - Elementary Statistical Methods (UCC: IL) Credits: 3.00
• STAT 30301 - Probability And Statistics For Business Credits: 3.00
• STAT 50100 - Experimental Statistics I Credits: 3.00
• SOC 38200 - Introduction To Statistics In Sociology Credits: 3.00

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• ENGL/COM Writing Selective - Credit Hours: 3.00
• Quantitative Reasoning♦ (UCC: QR) - Credit Hours: 3.00-5.00 (MA 15555 - Quantitative Reasoning (UCC: QR)  or select any course from the University list EXCEPT MA 13800 or PHIL 15000)
• International Selective - Credit Hours 3.00
• Human Cultures: Humanities (UCC: HUM) - Credit Hours: 3.00
• Science (UCC: SCI) - Credit Hours: 2.00-4.00
• Science (UCC: SCI) - Credit Hours: 2.00-4.00

Electives (16-23 credits)

Supplemental Lists

• Consumer Science Majors Supplemental Information for FCPL, REMG, SELL   

Grade Requirements

• C- or better required for Statistics Selective

GPA Requirements

• 2.0 GPA required for graduation

Pass/No Pass Policy

• A student may elect the Pass / Not-Pass option for elective courses only, unless an academic unit requires that a specific departmental course/s be taken Pass / Not-Pass.  Students may elect to take University Core Curriculum courses Pass / Not-Pass; however, some major Plans of Study require courses that also fulfill UCC foundational outcomes.  In such cases, students may not elect the Pass / Not-Pass option.  A maximum of 24 credits of elective courses under the Pass / Not-pass grading option can be used toward graduation requirements. For further information, students should refer to the College of Health and Human Sciences Pass / Not-Pass Policy.

University Requirements

Sample 4-Year Plan

Program Learning Outcomes

Student will:

• Demonstrate knowledge of business fundamentals and the financial planning profession.
• Demonstrate the ability to think and communicate analytically and critically, for an increasingly complex and diverse global environment.
• Demonstrate effective oral and written communication, and data analytic skills.
• Develop and apply ethical leadership skills, including intercultural awareness and global stewardship.

Pre-Requisite Information

For pre-requisite information, log in to mypurdue.purdue.edu and click here.

World Language Courses

World Language proficiency requirements vary by program. The following list is inclusive of all world languages PWL offers for credit; for acceptable languages and proficiency levels, see your advisor. (ASL-American Sign Language; ARAB-Arabic; CHNS-Chinese; FR-French; GER-German; GREK-Greek(Ancient); HEBR-Hebrew(Biblical); HEBR-Hebrew(Modern); ITAL-Italian; JPNS-Japanese; KOR-Korean; LATN-Latin; PTGS-Portuguese; RUSS-Russian; SPAN-Spanish)

Critical Course

The ♦ course is considered critical.

In alignment with the Degree Map Guidance for Indiana’s Public Colleges and Universities, published by the Commission for Higher Education (pursuant to HEA 1348-2013), a Critical Course is identified as “one that a student must be able to pass to persist and succeed in a particular major. Students who want to be nurses, for example, should know that they are expected to be proficient in courses like biology in order to be successful. These would be identified by the institutions for each degree program.”

Disclaimer

The student is ultimately responsible for knowing and completing all degree requirements. Consultation with an advisor may result in an altered plan customized for an individual student. The myPurduePlan powered by DegreeWorks is the knowledge source for specific requirements and completion.

Comparative information about Purdue University and other U.S. educational institutions is also available through the College Navigator tool, provided by the National Center for Education Statistics, and through the U.S. Department of Education College Scorecard.