Personal Financial Planning Certificate

The Personal Financial Planning Certificate incorporates all course requirements necessary to qualify for CFP Boards Certified Financial Planner examination.

Program Requirements
Students must complete 35 credits of the Personal Financial Planning Certificate in residency.

Additional Notes
This certificate program is directed toward graduates and working adults.

Required Courses

ACCT 251 - Financial Accounting Credits: (5)
ACCT 301 - Accounting Skills for Non-Business Majors Credits: (5)
ACCT 303 - Tax Planning for Personal Finance Credits: (5)
PFP 310 - Introduction to the Financial Planning Profession Credits: (5)
PFP 440 - Estate Planning Credits: (5)
PFP 450 - Insurance and Risk Management Credits: (5)
PFP 460 - Retirement Planning Credits: (5)
PFP 475 - Financial Planning Investments Credits: (5)
PFP 480 - Financial Planning Capstone Credits: (5)

Total Credits: 40

College and Department Information

Finance and Supply Chain Management Department
College of Business

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