Graduate Certificate in Personal Financial Planning

The Personal Financial Planning Certificate is an 18 hour non-degree, post-baccalaureate program that will enable students to meet the education requirement for the CERTIFIED FINANCIAL PLANNER™ exam.

Program applicants must have completed a bachelor’s degree. Completing the Personal Financial Planning Certificate satisfies the Certified Financial Planner Board of Standard’s education requirement, which is one of four requirements leading to approval to use the CFP® designation. The other three requirements are passing the national exam, meeting an experience requirement and agreeing to adhere to the CFP® code of ethics. The CERTIFIED FINANCIAL PLANNER™ designation is widely recognized as the premier professional designation in the personal financial planning industry.

This certificate is also available via distance education through the Great Plains IDEA group. 

Requirements

Courses Required for the Applied Master’s Degree and the Graduate Certificate in Personal Financial Planning:

FINPLN 7382Financial Planning: Risk Management3
FINPLN 7383Financial Planning: Investment Management3
FINPLN 7187Financial Planning: Tax Planning3
FINPLN 7386Financial Planning: Employee Benefits and Retirement Planning3
FINPLN 7393Financial Planning: Estate and Gift Planning3
FINPLN 7389Financial Planning: Capstone3
Total Credits18

Since the Personal Financial Planning Certificate is a registered program under the oversight of a professional organization granting a professional designation, all courses are required. 

Contact:

Director of Graduate Studies
Rui Yao, PhD, CFP®
239A Stanley Hall
Columbia, MO 65211
573-882-9343
http://pfp.missouri.edu/