Apr 18, 2024

2015-2016 University Catalog

2015-2016 University Catalog [ARCHIVED CATALOG]

Financial Counseling and Planning, BS

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 http://www.purdue.edu/hhs/csr/students/undergraduate/majors/fcpl.html.

Summary of Program Requirements

The Summary of Program Requirements for Financial Counseling and Planning is a comprehensive list of those categories which a student must fulfill in order to earn their degree. Unlike the full Detailed Program Requirements listed below, complete lists of selectives for any given category are not shown. These summaries are intended to be printer-friendly and less expansive in detail.

Detailed Program Requirements

Please see below for detailed program requirements and possible selective fulfillments.

CSCI-BS
FCPL
120 credits

Financial Counseling & Planning Core (University Foundational Learning Outcomes) (19-24 credits)

Written Communication and Information Literacy

Oral Communication

COM 11400 - Fundamentals Of Speech Communication

Science

select from University list

Science

select from University list

Humanities

select from University list

Behavior/Social Science

PSY 12000 - Elementary Psychology

Quantitative Reasoning

***fulfilled by

Science, Technology & Society

STAT 11300 - Statistics And Society

Required Courses in Other Departments (45-48 credits)

AGEC 33100 - Principles Of Selling In Agricultural Business
COM 21200 - Approaches To The Study Of Interpersonal Communication
COM 32500 - Interviewing: Principles And Practice
CS 11000 - Introduction To Computers or
CS 23500 - Introduction To Organizational Computing or
CNIT 13600 - Personal Computing Technology And Applications
ECON 25100 - Microeconomics
ECON 25200 - Macroeconomics
ENGL 42000 - Business Writing or
ENGL 42100 - Technical Writing or
SPAN 42400 - Business Spanish
HTM 14100 - Financial Accounting For The Service Industries or
MGMT 20000 - Introductory Accounting
HTM 24100 - Managerial Accounting And Financial Management In Hospitality Operations or
MGMT 20100 - Management Accounting I
MA 16010 - Applied Calculus I [Fulfills Quantitative Reasoning Core]
or
MA 15300 - Algebra And Trigonometry I [Fulfills Quantitative Reasoning Core] and
MA 15400 - Algebra And Trigonometry II [Fulfills Quantitative Reasoning Core]
MGMT 32300 - Principles Of Marketing or
AGEC 42600 - Marketing Management of Agricultural Business
MGMT 45500 - Legal Background For Business I
MGMT 45600 - Legal Foundations For Business II
SOC 10000 - Introductory Sociology

STAT Selective - Choose ONE

Statistics selective must be completed with a “C-” or better

Major Requirements (33-34 credits)

Electives (14-23 credits)

120 semester credits required for Bachelor of Science degree

University Foundational Learning Outcomes List

https://www.purdue.edu/provost/initiatives/curriculum/course.html

Program Requirements

120 semester hours

Fall 1st Year

Sem 1

CSR 10000 - Introduction To CSR
Quantitative Reasoning ₍₁₎ (UCC) - Credit Hours: 3.00
ENGL 10600 - First-Year Composition (UCC) or
ENGL 10800 - Accelerated First-Year Composition (UCC)
PSY 12000 - Elementary Psychology (UCC)
CS 11000 - Introduction To Computers or
CS 23500 - Introduction To Organizational Computing or
CNIT 13600 - Personal Computing Technology And Applications
Humanities ₍₆₎ (UCC) - Credit Hours: 3.00

16 - 17 Credits

Spring 1st Year

Sem 2

Science 1 of 2 ₍₂₎ (UCC) - Credit Hours: 2.00 - 4.00
Quantitative Reasoning ₍₁₎ (UCC) - Credit Hours: 3.00
COM 11400 - Fundamentals Of Speech Communication (UCC)
SOC 10000 - Introductory Sociology (UCC)
ECON 25100 - Microeconomics (UCC)

14 - 16 Credits

Fall 2nd Year

Sem 3

STAT 11300 - Statistics And Society ₍₃₎ (UCC)
Science 2 of 2 ₍₂₎ (UCC) - Credit Hours: 2.00 - 4.00
HTM 14100 - Financial Accounting For The Service Industries or
MGMT 20000 - Introductory Accounting
ECON 25200 - Macroeconomics (UCC)
Free Elective - Credit Hours: 3.00
CSR 20000 - Professional Development In Consumer Science

15 - 17 Credits

Spring 2nd Year

Sem 4

STAT Selective ₍₄₎ - Credit Hours: 3.00
CSR 34200 - Personal Finance - PUWL
HTM 24100 - Managerial Accounting And Financial Management In Hospitality Operations or
MGMT 20100 - Management Accounting I
Free Elective - Credit Hours: 3.00
Free Elective - Credit Hours: 3.00

15 Credits

Fall 3rd Year

Sem 5

CSR 38600 - Risk Management - PUWL
AGEC 42500 - Estate Planning And Property Transfer fall only - PUWL
COM 21200 - Approaches To The Study Of Interpersonal Communication
MGMT 45500 - Legal Background For Business I
Free Elective - Credit Hours: 3.00

15 Credits

Spring 3rd Year

Sem 6

14 Credits

Summer 3rd Year

CSR 48000 - Financial Counseling and Planning Internship or
Field Experience - Credit Hour: 1.00 or
Study Abroad Internship Program in Beijing, Dublin, London, or Sydney - Credit Hours: 6.00 or
Interns for Indiana - Credit Hours: 3.00

2-6 Credits

Fall 4th Year

Sem 7

CSR 48400 - Consumer Investment And Savings Decisions - PUWL
CSR 48600 - Retirement Planning And Employee Benefits - PUWL
MGMT 32300 - Principles Of Marketing
MGMT 45600 - Legal Foundations For Business II
Free Elective - Credit Hours: 3.00

15 Credits

Spring 4th Year

Sem 8

CSR 48500 - Case Studies In Financial Planning Capstone - PUWL
ENGL 42000 - Business Writing or
ENGL 42100 - Technical Writing
CSR 33200 - Cross-Cultural Marketing And International Retailing or
Study Abroad ₍₅₎- Credit Hours: 3.00
Free Elective - Credit Hours: 3.00
Free Elective - Credit Hours: 2.00 - 4.00

14-16 Credits

Note

(1) Quantitative Reasoning: MA 16010 or MA 15300 and MA 15400 or higher; 3-6 hours 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®

University Core Curriculum

https://www.purdue.edu/provost/initiatives/curriculum/course.html

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.

Expired Course

Any course without a link to its description is one that has been expired. However, this course could fulfill the degree requirement historically.

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