Financial Counseling and Planning Minor

Location(s): Brookings Main Campus

Print Degree Planner (opens a new window) |

Stacked change and in a glass jar with a plant growing on top of each.

Program Coordinator/Contact

Nicole Klein, Associate Director
Ness School of Management and Economics
Harding Hall 100
605-688-4141

Program Information

The program prepares students to apply for the Accredited Financial Counselor (AFC) certification, which will prepare you to help individuals and families build a strong financial foundation to help them achieve financial well-being.

Certification and Licensure

To become an Accredited Financial Counselor (AFC), candidates must complete the education, exam, experience, and ethics requirements. For additional information on AFC® certification, visit the AFCPE website.

Course Delivery Method

Students learn through lecture, discussion, and hands-on learning experiences. Case studies are utilized to assist students in applying family financial planning strategies to individualized financial situations.

Requirements for Financial Counseling and Planning Minor: 21 Credits

FIN 280 - Personal Finance (COM) [HSDC] Credits: 3 ^a

Select from the following

Select 18 credits from the following. Credits: 18

FIN 375 - Financial Counseling and Debt Management Credits: 3 ^a
FIN 431 - Family Investment Planning [##PENDING BOR APPROVAL] Credits: 3
FIN 432 - Family Insurance Planning [##PENDING BOR APPROVAL] Credits: 3
FIN 433 - Family Estate Planning [##PENDING BOR APPROVAL] Credits: 3
FIN 434 - Family Retirement Planning [##PENDING BOR APPROVAL] Credits: 3
FIN 435 - Family Tax Planning [##PENDING BOR APPROVAL] Credits: 3
FIN 439 - Family Financial Planning Capstone [##PENDING BOR APPROVAL] Credits: 3

Total Required Credits: 21

Note

^a Completion of these two courses meets the educational requirement for the AFCPE® certification.