Personal Financial Planning Certificate

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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 program is designed for both matriculating and non-matriculating students.

Required Courses

ACCT 251 - Financial Accounting Credits: (5)
OR ACCT 301 - Accounting Skills for Non-Accounting Majors Credits: (5)
ACCT 303 - Tax Planning for Personal Finance Credits: (5)
OR ACCT 340 - Income Tax Accounting I 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

College of Business Admission Requirements
For information on admission requirements, please go to: College of Business .

Online Availability
The program does not have a designated online only option.