Certificate in Personal Financial Planning


All courses for the Certificate require a grade of C (2.0) or higher.

FINPLN 4187Tax Planning3
FINPLN 4382Financial Planning: Risk Management3
FINPLN 4383Financial Planning: Investment Management3
FINPLN 4386Financial Planning: Employee Benefits and Retirement Planning3
FINPLN 4389Financial Planning: Capstone3
FINPLN 4393Financial Planning: Estate and Gift Planning3
Total Credits18

The undergraduate certificate in Personal Financial Planning has been approved by both the Missouri Coordinating Board for Higher Education and the Certified Financial Planner Board of Standards, Inc.  Those who complete the certificate are eligible to sit for the CERTIFIED FINANCIAL PLANNER™ certification examination upon graduation with a bachelor's degree.  Students must have a University of Missouri cumulative GPA of at least a 2.5 upon application.

This certificate completes the education requirement to allow one to take the CFP® examination.  For more information on the CFP® examination, please see https://www.cfp.net/get-certified/certification-process/exam-requirement/about-the-cfp-exam/.