Personal Financial Planning Certificate - Fall - 2018

Z-New Program Proposal (8/3/17 - 10/15/18)

completed

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General Catalog Information
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  • **READ BEFORE YOU BEGIN**

    1. Detailed instructions on how to complete this proposal are available in the Curriculog User's Guide.
    2. Fields with an asterisk (*) are required. A proposal cannot be launched without data in each of the required fields.
    3. Once approved by the Originator, each subsequent approval step will have a 15 calendar day deadline to make a decision. After 15 calendar days the proposal is automatically rejected and returned to the Originator. If there are questions or clarifications needed that require time beyond this deadline you may select the HOLD decision. This decision requires administrative approval.
    4. Please email curriculog@cwu.edu with questions or if you need assistance in completing this proposal.

    Note: While a "New Program" may be offered the term following the final approval of the proposal, if the proposal requires the creation or modification of courses, the program's effective term must be the same as, or later than, those course proposals. Click here to view the course proposal deadlines. 

  • If you used the provided link to jump to the top to import courses or cores, click here to return to where you left off.

  • Level of Study

  • Select Level of Study*

  • Program vs. Shared Core

    A shared core is an identical series of courses that are used by multiple programs, while a program is a set of courses or requirements unique to a single program. If you are unsure whether your proposal is a program or a shared core contact curriculog@cwu.edu for assistance.

    Department and College Narratives are built as shared cores.

    Programs may utilize shared cores as part of their curriculum, however any shared cores listed in the curriculum section will be locked for editing.

  • Program vs. Shared Core*
    If you are unsure if this is a program or shared core, then select program. **Specialized programs are Shared Cores.** For further help or clarification, email curriculog@cwu.edu.

  • Types of Proposals:

    Majors:  The major forms the basis for granting of a baccalaureate or graduate degree.  It is a coherent, in-depth program of study in a particular discipline or disciplines wherein the student will develop and demonstrate an increasing awareness of both the possibilities and the limits of the major program of study.  Majors are designed to provide a mastery of the content, insights, skills and techniques appropriate to an undergraduate education in a particular body of knowledge.  Majors will consist of courses that are often sequential, leading to advanced study in the discipline(s).  A major will consist of a minimum of 45 credits.  For undergraduate degrees, a 45 to 59 credit major requires completion of a minor and/or second major, in which case the total credits of the major and minor/2nd major must total at least 60 credits.

    Specializations:  A specialization is a coherent, focused subfield within a degree program. A specialization can be distinguished from a new degree in that the full designation of the degree title - including level, type and major - does not change when a new specialization is added. Specializations in an undergraduate major must share a core, defined as a group of courses shared by all specializations within a major, which consists of no fewer than 25 credits for an undergraduate program or 15 credits for a graduate program. The courses constituting the specialization must consist of no fewer than 20 credits for an undergraduate program or 15 credits for graduate program.

    Minors:  A minor is a coherent program of study in a particular discipline that provides an area that complements or supplements the student’s major.  A minor will consist of a minimum of 20 credits and a maximum of 44 credits.

    Certificates:  Certificate programs are programs of study that normally require less than 25% of the credits required for a degree program at the same level. Certificate programs may not exceed 44 credits.  Certificate programs are specialized career programs, often geared for admission to licensing or career entrance tests, and results in a certificate.  Certificate programs may also be noncredit.

    Graduate Certificates:  Graduate certificate programs are courses of study that require equal to half or less than half of the credits required during a degree program at a similar level.  They are usually limited in scope relative to a graduate degree program but provide an opportunity for advanced study with a particular focus.  Subject to the regulations that govern a specific program, a graduate certificate can often serve as an intermediate accomplishment for a student whose ultimate goal is a graduate degree.

    Minor/ Certificate:  This option should be selected when the proposed program may be used as either a minor, certificate program, or both..

    Narrative:  This is the descriptive text for a College or Department. This information is built as a “Shared Core,” and can be imported as such. Any courses or programs of study referenced in this section are text only and will not automatically update when those items are changed.

  • Type of Proposal *

  • Intended First Term to be Offered

    Please select the term and year that this program is intended be available. Please confirm deadlines for the selected term, as the system will not check the validity of terms selected.  If you missed the deadline or are unsure about the process, please contact curriculog@cwu.edu for assistance. 

    Note: While a "New Program" may be offered the term following the final approval of the proposal, if the proposal requires the creation or modification of courses, the program's effective term must be the same or later as those course proposals.

  • Term *
    Year *

  • College or Academic Group

    Please select your College or Academic Group by clicking on the Add Item button below. If your College or Academic Group is not showing in the list of available options, please email curriculog@cwu.edu.

  • College or Academic Group *
    Please select your College or Academic Group from the drop-down menu. If your department or program does not belong to a college and you are unsure which Academic Group to use, please email curriculog@cwu.edu.

  • Department or Program

    Please select your Department or Program by clicking on the Add Item button below. If your Department or Program is not showing in the list of available options, please email curriculog@cwu.edu.

    If the program is offered by an interdisciplinary or specialized study program select both the program and the department in which it is housed. 

  • All Departments and Programs related to this proposal: *
  • Will this new program include courses from outside the originating department?*
    If you select YES as an option, a Custom Route will need to be created. Contact curriculog@cwu.edu for assistance in creating custom routes.

  • If you answered yes, please return to the "Department or Program" field above and select all departments whose courses will be used. Programs using courses from departments other than their own are required to document that those departments have approved the usage of their course(s). Department chairs cannot be added to the approval after a proposal has been launched. Contact curriculog@cwu.edu if you need assistance or discover that a department has been missed.

    If multiple selections were made in the "All Departments and Programs..." field above select the department who will have primary control/ owenership of the program in the field below (if only one department is selected above this field should be left blank).

  • Primary Department

  • Title of Program and Degree Type

    For major programs the title should be formatted as: name, comma, degree initialism (e.g. Anthropology Major, BS); or for specializations: program name, degree initialism, comma, specialization name (Art BFA, Studio Art Specialization).

  • Program Title*
    Personal Financial Planning Certificate
    Personal Financial Planning Certificate
  • Degree or Certificate Type *

  • MyCWU Program and Specialization Codes

    The fields that follow should be left blank until it reaches the "Peoplesoft Integration" approval step. These codes are used to identify the program (and specialization when applicable) in MyCWU and will be used in the future to differentiate programs that may have very similar titles.

  • MyCWU Program Code
  • MyCWU Specialization Program Code

  • Certificates:  Definitions of Certificate Types

    Type A -  College Sponsored Undergraduate Certificate Programs: Programs that admit only matriculating students and offer a set of courses approved through the CWU academic governance procedures are classified as “College Sponsored Certificate Programs.” These programs are developed, taught, and offered by academic departments housed in colleges at CWU.

    Type B - Collaborative Undergraduate Certificate Programs: Programs that admit both matriculating students and non-matriculating students and offer a set of courses that includes regular course offerings appearing in the CWU catalog and administered by CWU Colleges are classified as "Collaborative Certificate Programs." These programs are developed, taught, and offered by academic departments housed in colleges in cooperation with the office of continuing education.

    Type C - Continuing Education Certificate Programs: Programs that target primarily non-matriculating students and offer a set of instructional experiences developed independent of CWU's colleges but with input as appropriate from faculty are classified as "continuing education certificate programs." These programs are developed, delivered, and administered by the office of continuing education in consultation with faculty, academic departments, and/or college dean, as appropriate.

    Type D - Graduate School Certificate Programs: Programs that only admit students who meet the criteria to be accepted into the School of Graduate Studies and Research and offer a set of courses which appear in the CWU catalog.  Certificates are administered by CWU Colleges and are classified as “Graduate School Certificate Programs”.  These programs are developed, taught, and offered by academic departments housed in colleges at CWU.

    For all program types other than Certificate, leave this field blank.

  • If this is a Certificate program, which type?
    See Definitions of Certificate Types below.

  • Program Text for Catalog Copy 

    The Program Narrative is a required description of the program, the others are optional text fields where additional descriptions can be added. If any of the sections below involve courses or shared cores they must be added into the proposed curriculum as well. To avoid redundancies, it is advised to bring in any shared cores first, and add the information to the narrative only if clarifications, or additional information is required. For assistance in attaching an existing core or in creating a new one contct curriculog@cwu.edu. 

  • Program Narrative*

    The Personal Financial Planning Certificate incorporates all course requirements necessary to qualify for CFP Boards Certified Financial Planner examination.

    Program Requirements
    Students must complete 35 credits of the Personal Financial Planning Certificate in residency.

    Additional Notes
    This certificate program is directed toward graduates and working adults.

  • Admission Requirements
  • Graduation Requirements
  • Program Requirements

  • Program Curriculum

    In this field you will build all of the course requirements for the program.  If this program will use existing courses from the catalog, or a shared core from an existing program, those can be imported from the Online Catalog by clicking on the Import arrow at the top left of this form. Click here to jump to the top of the page.

    Please Note: multiple courses can be selected for import at one time, by clicking on each desired course from the list that is populated by your search parameters.  If the desired course is either an existing new course proposal, or will be submitted concurrently with the program proposal, click “Add Course.” Here you will be prompted to enter in the course’s prefix, code (course number), and name (course title).

    For further detailed instructions on importing courses into your program, please see the Curriculog User Guide.

  • Program Curriculum *

  • Online Program Options

    In the field below please indicate whether the program being proposed will have an online only option available for students.

  • Please indicate the level of online availablity for this program:*
Required Summary Information
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  • Justification for the Program

    This is the field where you will provide a justification for the creation of this program.  If this section is not complete, the proposal will be returned to the originator.  

    In the box below please address:

    • How will this new program enhance the curriculum of your department, college, and the university?
    • What specific needs are being addressed that are not being met in other programs? 
    • Document the demand for this program.
  • Justification*

    The College of Business currently offers a BSBA with Specialization in Personal Financial Planning and a BS in Personal Financial Planning. Both programs are designed to meet the learning objective criteria to sit for the CFP Board certification exam.

    We are being approached by current financial planning professionals who hold a degree but would like to complete the educational requirements for CFP Board exam. The certificate program will offer a means to serve this community within the context of existing CWU courses.

    Note: PFP 440, 450 and 460 are in the process for approval at five credits for each course.

  • Program Impacts, Costs, and Revenues

    The process for completion of this section is currently being reviewed. Please contact the Office of the Associate Provost for Undergraduate and Faculty Affairs for details on what information needs to be included as well as the appropriate format.

  • Library Resources

    A detailed review of the allocations or other impacts that the proposed program will have on the library is required. Part 1 of the assessment is completed by the Originator, who will then copy and paste the entire document into the text box below. Part 2 will be completed by the library and pasted into the subsequent field.

  • Library Resources Pt. 1*

    None

  • Library Resources Pt. 2

    The department has not request any new resources.

    Books and video purchases can be covered by existing library allocation. However, additional funding will be need for streaming video licenses if requested.

Program Educational Objectives
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  • The preferred format for this is the "Program Educational Objectives" form. For assistance or questions please email curriculog@cwu.edu.

    While not required, it is suggested to copy and paste the completed text/ chart from that form in the field that follows.

  • Program Educational Objectives

    Student Learning Outcome (performance, knowledge, attitudes)

    Related CWU Strategic Outcome(s) http://www.cwu.edu/strategic-planning/

    Method(s) of Assessment (What is the assessment?)*

    Who Assessed (Students from what courses - population)**

    When Assessed (term, dates)***

    Standard of Mastery/ Criterion of Achievement (How good does performance have to be?)

    1. Students will develop foundation knowledge and skills associated with personal finance practice including investment planning, tax planning, risk and insurance, estate planning, retirement planning

    1.1.1 Students will achieve programmatic learning outcomes.

    Curriculum review

    Feedback from industry advisory board.

    CFP Board Registered Program review and renewal

    Annually

    Every two years

    Advisory

    Meets program requirements of the CFP Board for recognition as a CFP Board Registered Program.

    2. Students are able to deliver effective oral presentations.

    1.1.1 Students will achieve programmatic learning outcomes.

    Oral presentations in COM 301

    Students enrolled in COM 301

    Fall, Winter, Spring

    75% of student score at acceptable or higher using CB rubric for evaluating oral communications.

    3.Students written communication skills meet professional standards.

    1.1.1 Students will achieve programmatic learning outcomes.

    Written assignments

    Students enrolled in ENG 311

    Fall, Winter, Spring

    75% of student score at acceptable or higher using CB rubric for evaluating written communications.

    4. Students demonstrate competency in personal financial planning practice.

    1.1.1 Students will achieve programmatic learning outcomes

    Internship organizations placement

    Graduation placement

    Undergraduate majors in Personal Financial Planning

    Graduating Seniors

    Spring, Summer, Fall

    80% of student internships at recognized financial planning firms.

    60% of graduating seniors have received job offers prior to graduation.

    5. Students comprehend ethical issues and fiduciary responsibilities associated with financial planning practices.

    1.1.1 Students will achieve programmatic learning outcomes

    Written assignments and examinations.

    Students enrolled in PFP 310

    Fall and Spring

    80 % of students score acceptable or higher using CB rubric for evaluating ethical decisions.

    6. Students demonstrate an ability to analyze personal financial situations, evaluate clients? objectives, needs, and values to develop an appropriate strategy within a financial plan.

    1.1.1 Students will achieve programmatic learning outcomes

    Final presentation of written and oral financial plan case analysis.

    Students enrolled in PFP 480 Financial Planning Capstone

    Spring term

    90% of students score at acceptable or higher using rubric developed in collaboration with CFP Board.

    7. Students effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.

    1.1.1 Students will achieve programmatic learning outcomes

    Final presentation of written and oral financial plan case analysis.

    Students enrolled in PFP 480 Financial Planning Capstone

    Spring term

    90% of students score at acceptable or higher using rubric developed in collaboration with CFP Board.

    8. Students will demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan.

    1.1.1 Students will achieve programmatic learning outcomes

    Final presentation of written and oral financial plan case analysis.

    Students enrolled in PFP 480 Financial Planning Capstone.

    Spring term

    90% of students score at acceptable or higher using rubric developed in collaboration with CFP Board.

    9. Students will pass the professional examination for designation as a Certified Financial Planner

    1.1.1 Students will achieve programmatic learning outcomes

    CFP Board Examination results as reported by program graduates.

    Students who complete their BS Personal Financial Planning degree program.

    One year from graduation.

    80 percent pass rate for those who have taken the CFP Board certification examination.
Additional Data for Graduate Programs Only
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  • For undergraduate programs, there are no additional fields to be completed. Please check your proposal for completeness and accuracy, then save and launch it.

    For Graduate level programs this information is required. Graduate level program proposals that do not include information in this section will be rejected. 

    Please indicate in the fields below the estimated number of projected enrollments in thesis, project or exam options, and estimated number of graduate assistantships.

  • Thesis - Projected Enrollment
  • Project or Exam Options
  • Graduate Assistantships
    Estimated number of graduate assistantships.

  • Please indicate in the field below your faculty's ability to oversee thesis, project, or exam options as Regular, Associate, or Affiliate Graduate Faculty or qualifications to obtain Graduate Faculty status.

  • Faculty Ability to Oversee Graduate Qualifications

  • User Tracking

    Help: Show Original: This option displays the proposal as it appeared at launch. No markup will be visible on the form. There will be no differentiation between fields that contain imported content and content that was created or selected by the originator by hand.

    Help: Show Current: This option displays the proposal as it appears currently. No markup will be visible on the form. There will be no differentiation between fields that contain imported content and content that was created or selected by the originator by hand.

    Help: Show Current with Markup: This option displays the proposal with all of its current content marked to show different editors. Text fields that include imported content are indicated by a blue highlight, and may also include additional changes within, indicated by each editor’s unique color. Fields containing selects, checkboxes, radio buttons, or widgets (such as the curriculum) provide an activity log above the field, indicating each editor’s selection and unique color.

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