Financial Planning Undergraduate Certificate
This new certificate program in Financial Planning will provide you with the skills and knowledge to pass the CFP exam and provide wealth management services as a career. It also includes an experiential opportunity to “learn while doing” aspects of a financial planner job.
Program Type
Undergraduate Certificate
Program Format
On Campus
The certificate in Financial Planning will provide coursework in all the Principal Knowledge Domain and Topics of the CFP exam, which covers general principles of financial planning, investments, risk and insurance, taxes and estate planning, rules, ethics, and psychology in financial planning, as well as additional topics.
You may also be interested in:
BBA – Finance
Investment Management Certificate
MS – Finance Analysis
Financial Planning Certificate (21 credits)
Required Courses:
ACT SCI 290 Introduction to Actuarial Science
BUS ADM 305 Personal Investing and Financial Planning
BUS ADM 306 Personal Tax and Estate Planning
BUS ADM 350 Principles of Finance*
BUS ADM 352 Fundamentals of Working with Clients, Professional Conduct, and Regulations
BUS ADM 452 Applied Portfolio Management
BUS ADM 488 CFP Capstone: Financial Plan Development
* A student can complete BUS ADM 350 as a sophomore even though it is an upper-level (300) course. Students must earn a C or better in BUS ADM 350 to enroll in BUS ADM 452. Accounting majors complete BUS ADM 301 Intermediate Accounting with a B or better. BUS ADM 301 is a 4-credit course, so the certificate for accounting majors is 22 credits.