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Financial Planning

Undergraduate

About the Program

Our financial planning major will prepare you for a rewarding career in helping others plan for their financial security, give you practical experience in preparing and presenting a financial plan, and prepare you for the life and health insurance agents’ licensing examination administered by the state of Michigan.

Courses in the Program

BUS 320 - Income Tax Accounting
FP 350 - Prospecting and Meeting Client Needs
FP 426 - Planning for Retirement
FP 430 - Fundamentals of Estate Planning
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Featured Story

Andrew Todd and Stewart Manges — Leveling Up in Financial Planning

[caption id="attachment_36448" align="alignright" width="350"] Stewart Manges, left, and Andrew Todd[/caption] Seniors and best friends Andrew Todd and Stewart Manges capped…

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Olivet, MI 49076

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