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 CFP® certification.  The other requirements are passing the national CFP® exam, gaining industry-relevant experience, and agreeing and adhering to the CFP Board’s Code of Ethics and 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 7382Financial Planning: Risk Management3
FINPLN 7383Financial Planning: Investment Management3
FINPLN 7187Financial Planning: Tax Planning3
FINPLN 7386Financial Planning: Employee Benefits and Retirement Planning3
FINPLN 7393Financial Planning: Estate and Gift Planning3
FINPLN 7389Financial Planning: Capstone3
Total Credits18

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