Certificate in Personal Financial Planning

FINPLN 2083Financial Planning Careers1
FINPLN 2183Personal and Family Finance (Optional)3
FINPLN 4187Tax Planning3
or ACCTCY 4353 Introduction to Taxation
FINPLN 4382Financial Planning: Risk Management3
or FINANC 3300 Personal Risk Management and Insurance
FINPLN 4383Financial Planning: Investment Management3
or FINANC 4020 Investments
FINPLN 4386Financial Planning: Employee Benefits and Retirement Planning3
FINPLN 4389Financial Planning: Capstone3
FINPLN 4393Financial Planning: Estate and Gift Planning3
Total hours19-22

This certificate completes the education requirement to allow one to take the CFP(r) examination.  For more information on the CFP(r) examination, please see http://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/about-cfp-exam.