Financial Planning Minor | Campbellsville University

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Explore the principles of personal financial planning while developing skills in investment strategies, wealth management, and helping others navigate important financial decisions.

Program Overview

Build the knowledge and skills to help individuals navigate important financial decisions with Campbellsville University's Financial Planning minor. This program provides a foundation in personal financial planning, covering topics such as investments, retirement planning, estate planning, taxation, and risk management.

Through coursework in wealth management, personal finance, and financial communication, you'll learn how to evaluate financial needs, develop comprehensive financial plans, and understand strategies for achieving long-term financial goals. Whether you're pursuing a career in finance or looking to complement your major with practical financial knowledge, the Financial Planning minor offers valuable skills for a variety of professional paths.

Comprehensive Financial Planning: Build a foundation in personal finance, investment strategies, retirement planning, and estate planning to better understand financial decision-making.
Investment and Wealth Management: Explore investment principles, wealth management strategies, and financial planning techniques that support long-term financial goals.
Risk Management and Tax Planning: Develop an understanding of insurance, risk management, and federal taxation as essential components of financial planning.
Client Communication and Practical Skills: Strengthen your ability to communicate financial concepts, assess individual financial needs, and develop comprehensive financial plans through applied coursework.

The Financial Planning minor is offered at our campus in Campbellsville, Kentucky. The curriculum provides a foundation in personal financial planning through coursework in investments, retirement planning, estate planning, federal taxation, and risk management. Students also explore wealth management, personal finance, and client communication while learning how to develop comprehensive financial plans.

Explore the University Catalog for the Financial Planning minor, including curriculum requirements, course offerings, and additional program details.

Students interested in pursuing the Financial Planning minor must be admitted to Campbellsville University and meet the university's undergraduate admission requirements.

Undergraduate Admission: Complete the university's undergraduate application process and submit all required academic documentation.
Academic Requirements: Maintain eligibility to pursue a minor in accordance with Campbellsville University's academic policies.
Program Requirements: Complete the required coursework in investments, personal finance, retirement planning, estate planning, taxation, and risk management as outlined in the University Catalog.

For additional information about undergraduate admission requirements, visit Campbellsville University's admissions page.

The Financial Planning minor helps students develop knowledge in personal finance, investment strategies, and wealth management while complementing a variety of academic majors and supporting career paths such as:

Financial Planner or Financial Advisor
Wealth Management Associate
Investment or Financial Services Specialist
Retirement Planning Specialist
Insurance or Risk Management Professional
Banking or Personal Finance Professional
Preparation for Graduate Study in Finance or Related Fields

Whether you're interested in financial services, wealth management, or helping individuals plan for their financial futures, this minor provides a foundation in financial decision-making, client communication, and comprehensive financial planning.

Ready to explore your future in financial planning? Discover how Campbellsville University's Financial Planning minor can complement your major and support your career goals. Contact our admissions team at admissions@campbellsville.edu or call (270) 789-5220 to learn more about the program and next steps.