Graduate Certificate in Personal Financial Planning
The Graduate Certificate is an 18-hour program. This program is registered with the Certified Financial Planner Board of Standards, Inc. Graduates of this program will have completed the education requirements necessary to sit for the national CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. This is one of four requirements leading to the right to use the CFP® marks as a financial service professional. The other requirements are passing the national CFP® exam, gaining industry-relevant experience, and agreeing and adhering to the CFP Board’s Standards of Professional Conduct.
Please visit Missouri Online for application instructions, requirements, and additional information for the Graduate Certificate program.
Courses Required for 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.
Director of Graduate Studies
Rui Yao, PhD, CFP®
124 Mumford Hall
Columbia, MO 65211