Overview
The Minor in Financial Planning, offered by the Department of Finance, is an interdisciplinary program that includes courses from Finance, Legal Studies and Risk Management. The material covered by the program will help students from other majors make better personal financial decisions and prepare them for entering the financial planning industry.
The minor is open to all students.
Campus Location: Main
Contact Information
Oleg Rytchkov, Department Chair
Alter Hall, Room 420
215-204-4146
rytchkov@temple.edu
Cindy Axelrod, Director of the Financial Planning Program
Alter Hall, Room 422
cindy.axelrod@temple.edu
Requirements
Prerequisite Courses
| Code | Title | Credit Hours |
|---|---|---|
| Select one of the following: | 3-4 | |
| Financial Accounting | ||
or ACCT 2901 | Honors Financial Accounting | |
| Financial and Managerial Accounting for Decision Making | ||
or ACCT 2903 | Honors Financial and Managerial Accounting for Decision Making | |
| ECON 1101 | Macroeconomic Principles | 3 |
| or ECON 1901 | Honors Macroeconomic Principles | |
| ECON 1102 | Microeconomic Principles | 3 |
| or ECON 1902 | Honors Microeconomic Principles | |
| RMI 2101 | Introduction to Risk Management | 3 |
| or RMI 2901 | Honors Introduction to Risk Management | |
| FIN 3101 | Financial Management | 3 |
| or FIN 3901 | Honors Financial Management | |
| Quantitative Sequence | ||
| Select one of the following: | 7-8 | |
| Quantitative Methods for Business I and Quantitative Methods for Business II | ||
| College Algebra and Differential and Integral Calculus | ||
| Precalculus and Calculus I | ||
| Select one of the following: | 1-4 | |
| Statistical Business Analytics | ||
or STAT 2903 | Honors Statistical Business Analytics | |
| Selected Topics in Statistical Business Analytics 1 | ||
| Probability Theory I | ||
| Total Credit Hours | 23-28 | |
- 1
STAT 2104 has prerequisites and is intended only for students who have earned transfer or AP credit for the specified 3-credit statistics courses.
Minor Courses
| Code | Title | Credit Hours |
|---|---|---|
| FIN 3507 | Security Analysis and Portfolio Management | 3 |
| FIN 3519 | Wealth Management | 3 |
| LGLS 3519 | Tax, Estate and Trust Planning | 3 |
| RMI 3519 | Insurance, Benefits and Retirement Planning | 3 |
| Total Credit Hours | 12 | |
- Open to business and non-business students.
- Five of the eight prerequisite courses and three of the four minor courses must be taken at Temple.
- Minimum grade of C- is required in the prerequisite courses.
- Minimum grade of C is required in the FIN courses.
- A grade point average of 2.0 is required in the minor courses.
- Except for FIN 3507, the minor courses cannot be used to meet the minor requirements if already used to meet requirements for a major or different minor or certificate.
- Courses for the minor must be completed prior to graduation; if completed, the minor will be recorded on the final transcript upon graduation.
- To declare or rescind this minor, visit the Fox School of Business and Management.
Interested students should discuss with their school/college advisor on how the courses in the minor will fit into their overall degree plan and are strongly encouraged to declare the minor early in their academic career.