The College of Business financial planning concentration is a CFP® Board Registered Program for undergraduate students. It covers all the major areas of financial planning, including retirement, employee benefits, estate, tax, and insurance planning and is appropriate if you want to enter the financial planning profession as a financial advisor, financial planner, wealth manager, or financial product representative. This concentration allows you to merge your academic focus with your career goals while working to earn a Bachelor of Science in Business Administration.
24
Credits of financial planning-specific courses needed
Curriculum
Students who choose the financial planning concentration must take at least 24 credits of financial planning-specific courses in addition to the All-University Core Curriculum and College of Business courses. The curriculum fulfills the education requirements for students intending to sit for the CFP® certification examination after graduation. Take a look at the degree requirements.
See more details about the financial planning concentration (PDF).
See career outcomes data for CSU financial planning graduates.
Learning Outcomes
Students will demonstrate:
- The ability to solve time value of money problems
- The ability to value securities, measure and manage risk
- The ability to analyze the financial health of companies
- The ability to incorporate global risk in financial decision-making
Courses
The courses below reflect the 2025-2026 Colorado State University catalog, published in August 2025 for students enrolling during the 2025-2026 academic year. Courses listed are updated each summer for incoming students.
The College of Business requires a minimum grade point average of 2.000 in business and economics courses as a graduation requirement.
Freshman
Complete 3 credits from the following:
Credits3
Biological and Physical Sciences
AUCC3A
Credits4
Sophomore
Select 3 credits from the following:
Credits3
Biological and Physical Sciences
AUCC3A
Credits3
Junior
Historical Perspectives
AUCC3D
Credits3
Senior
Program Total Credits:
Credits120
This course listing is provided through the
Colorado State University catalog and is updated each summer. New or modified courses offered for spring or summer may not be included, but you can find complete course information via the
class schedule on RAMweb. Offerings are subject to change and the University reserves the right to make changes in catalog information when necessary and to correct errors. Always consult with an academic advisor to stay informed of curriculum details.