Certificate in Personal Financial Planning
Requirements
All courses for the Certificate require a grade of C (2.0) or higher.
| FINPLN 4187 | Tax Planning | 3 |
| FINPLN 4382 | Financial Planning: Risk Management | 3 |
| FINPLN 4383 | Financial Planning: Investment Management | 3 |
| FINPLN 4386 | Financial Planning: Employee Benefits and Retirement Planning | 3 |
| FINPLN 4389 | Financial Planning: Capstone | 3 |
| FINPLN 4393 | Financial Planning: Estate and Gift Planning | 3 |
| Total Credits | 18 | |
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/.