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Certificate in Financial Planning

The 24-credit Certificate in Financial Planning will help students acquire the educational foundation for a career in financial planning and will qualify them to take 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 Courses

Course Number Course Name Credits
6200:410 Taxation for Financial Planning (Fall only) 3
6200:330 Contemporary Federal Taxation 3
6400:200 Foundations in Personal Finance 3
6400:301 Principles of Finance 3
6400:300 Introduction to Finance
(non-business students only)
Investments 3
6400:415 Risk Management & Life and Health Insurance 3
Retirement Planning
Seminar in Financial Planning 3
Total Credits Required 24