Financial Wellness Clinic

Take a Course

If you are serious about taking control of your finances, consider enrolling in FINA 101, our intro to personal finance course. Not only will it give you 3 units, but it also counts as a General Education Quantitative Reasoning(opens in new window) course.

FINA 101An introduction to personal finance, providing a background in the areas of time value of money, loans and savings plans, retirement savings, personal taxes, and inflation. The course strengthens quantitative reasoning skills including algebraic models and statistical data analysis.

If you would like to learn more about a career in financial planning, we also offer two financial planning industry courses. You can learn more about them here: 

FINA 454Overview of personal financial planning including retirement planning and wealth management. Topics include application of time value of money, personal financial statement development and assessment, investment planning and retirement planning; employee benefits. Also covered are ethics and practice standards in client/planner interaction.

FINA 487: This is an exam preparation course covering topics related to the General Securities Representative Exam (Series 7), the most commonly held registration in the U.S. securities industry. This course exposes students to topics currently covered by the Series 7 examination including (but not limited to) corporate, equity/fixed-income securities, local/state/federal government securities, derivative securities, and investment company products. This course is not affiliated with FINRA, the Series 7 exam provider, and does not exempt student from the examination eligibility requirements. Upon successful completion of the course, students earn a certificate representing their knowledge of concepts essential to passing the Series 7 Exam.

Certificate in Financial Planning: The College of Business offers a certificate in financial planning, available starting in Fall 2024. This certificate requires coursework covering insurance, estate planning, investments, retirement planning, economics and others. If you are interested in purusing a certificate in financial planning, contact the program director, Jaycob Arbogast at

You can view the Certificate requirements in the University Catalog by clicking here: