College of Business

CFP Financial Planning Courses

UMHB’s BBA Finance – Financial Planning Courses

In Fall 2013, the McLane College of Business began offering finance courses that are CFP Board Registered. The CFP Board's mission is to "benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning."

The financial planning profession continues to grow and offer many career opportunities:

  • The U.S. Bureau of Labor Statistics predicts much faster-than-average growth for financial planners through 2018.
  • The most recent Jobs Rated Almanac again ranked financial planning as one of the top-rated jobs in America.
  • Studies show that over a three-year period, the average increase in pay in the year following certification is over 57 percent.

The financial planning profession continues to grow and offer many career opportunities

The course listed below have been certified by the Certified Financial Planners Board of Standards, Inc. (CFP®). The courses meet the criteria for educating individuals who are interested in fulfilling the education requirements for obtaining the CFP® certification.

Department Course Number Course Name
ACCT 3324 Federal Income Tax Accounting 1
BFIN 3310 Business & Personal Financial Planning
BFIN 3324 Insurance Planning and Financial Risk Management
BFIN 3391 Retirement Planning and Employee Benefits
BFIN 3391 Estate Planning
BFIN 4331 Investment Analysis and Planning
BFIN 4344 Financial Case Studie and Portfolio Management

Catalog Information

CFP® and CERTIFIED FINANCIAL PLANNER™ are federally registered marks of the Certified Financial Planner Board of Standards. See the CFP Board for details.

University of Mary Hardin-Baylor does not certify individuals to use the CFP® and Certified Financial Planner designations. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP® Board–registered program, have met its ethics, experience and examination requirements.

For more information contact Dr. James M. Moten Jr., CFP®, CRPC®, CMFC®
jmoten@umhb.edu