Minor in
Personal Certified Financial Planning
On-Campus
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Guide Futures with a Personal Certified Financial Planning Minor
Financial planners guide individuals and families through major financial decisions like investing, taxes, insurance and retirement. The Personal Certified Financial Planning Minor at Cornerstone University provides a comprehensive foundation aligned with CFP® standards so you’re ready for advising and wealth-management roles. You’ll also learn to approach financial planning with integrity and Christian stewardship, helping others use their resources wisely for life and impact. Prepare to pursue certification and sit for the CFP exam.
For more opportunities to advance your business or finance career impact, explore our B.S. in Business Administration, B.S. in Business Management, B.S. in Business Finance or B.S. in Business Marketing.
Develop Market-Ready Skills with a Minor in Personal Certified Financial Planning
Gain the knowledge needed for emerging roles in financial advising, wealth management and client-focused planning. The Personal Certified Financial Planning Minor aligns with CFP® curriculum requirements, giving you a strong foundation to pursue certification and serve individuals and families with confidence with these resume-building skills:
Personal Financial Plan Development — Create comprehensive financial plans that integrate investment, tax, insurance, and retirement strategies aligned with client goals.
Investment Analysis & Portfolio Strategy — Evaluate investment options and recommend appropriate asset allocations based on risk and return needs.
Tax Strategy & Compliance Insight — Apply current tax laws to support effective financial decisions and minimize liabilities.
Insurance & Risk Management — Assess personal and family risk exposures and recommend insurance solutions that protect financial well-being.
Retirement & Benefits Planning — Analyze employer benefits, savings strategies, and retirement income needs for long-term financial security.
Estate & Wealth Transfer Planning — Understand financial and legal tools that support legacy goals and responsible resource stewardship.
Christian Worldview – Integrate Christ-centered values and a Gospel mission as the foundations for leadership integrity and stewardship in today’s complex financial matters.
Enhancing Your Career with a Personal Certified Financial Planning® CFP Minor
Pursue growing roles in financial advising, wealth management, retirement planning and client-focused financial services. With CFP® certification, you can expand opportunities to guide individuals and families through significant financial decisions with confidence.
Your Degree Starts Here
Take your next step toward learning at one of the most affordable Christian universities in the nation.
- Apply — our application is free.
- Set goals — your admissions counselor is here to guide you.
- Maximize your credits — you could transfer in up to 75% of your degree credits.
- Discover affordability — scholarships and grants are available for qualified students.
