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Certificate in Financial Planning

The 24-credit Certificate in Financial Planning will permit students to acquire the educational foundation for a career in financial planning and will qualify them to sit for the Certified Financial Planner Certification Examination.

Students who have already taken 6400:332, now a deleted course, have met the 6400:200 Foundations in Financial Planning requirement.

Required

Course Number Course Name Credits
6200:410 Taxation for Financial Planning 3
6200:430 Taxation I 3
6400:200
Foundations in Personal Finance
3
6400:301 Corporate Finance 3
  or  
6140:300 Introduction to Finance
(non-business students only)
3
6400:343
Investments 3
6400:415 Risk Management: Life and Health Insurance 3
6400:417
Retirement Planning
3
6400:432
Seminar in Personal Financial Planning
3
     
  Total Credits Required 24
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Last modified: June 09 2009 18:10:17