Certificate in Personal Financial Planning


All courses for the Certificate require a grade of C (2.0) or higher. A student earning the B.S. in Personal Financial Planning is not eligible for the Certificate in Personal Financial Planning. These six courses meet the education requirement to sit for the national CERTIFIED FINANCIAL PLANNER™ exam.

FINPLN 4187Financial Planning: Tax 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