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.
Courses Required for the Applied Master’s Degree and the Graduate Certificate in Personal Financial Planning:
|FINPLN 7382||Financial Planning: Risk Management||3|
|FINPLN 7383||Financial Planning: Investment Management||3|
|FINPLN 7187||Financial Planning: Tax Planning||3|
|FINPLN 7386||Financial Planning: Employee Benefits and Retirement Planning||3|
|FINPLN 7393||Financial Planning: Estate and Gift Planning||3|
|FINPLN 7389||Financial Planning: Capstone||3|
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.