Sep 27, 2023  
Undergraduate Bulletin 2022-2023 
Undergraduate Bulletin 2022-2023 Archived Bulletin

Financial Planning and Wealth Management, Minor

William Hitchcock, MBA, Dean

Financial planning is about aligning values with actions. A comprehensive financial planner uses an integrated approach towards all aspects of a financial situation, including, but not limited to: Insurance & Risk Management, Investment Planning, Tax Planning, Retirement Planning, Employee Benefits, and Estate Planning. Though content is integral, the profession of planning additionally requires a commitment to ethics and awareness of behavioral finance, consumer psychology, family dynamics, customer service, and business development. In other words, a competent, comprehensive financial planner is a well-rounded individual who is interested in people and values service above self.

Loras College provides a differentiated program through our liberal arts tradition, Catholic Social Teaching foundation, and a curriculum based on ethical decision-making and reflective thinking. We appreciate many financial planners come to the industry from a variety of backgrounds and experiences, thus our Minor in Financial Planning & Wealth Management includes no prerequisites and is open to students of all majors and interests.

As we are a CFP® Registered Program, students with a minor in Financial Planning & Wealth Management will be eligible to sit for the CFP® Examination upon graduation.

Requirements for the minor in Financial Planning and Wealth Management:

A student must earn a cumulative average of 2.000 or better in all CFP courses. Students may “double count” a maximum of 6 credits in a minor.

18 Total Required Credits