Certificate in Financial Planning

Certificate Requirements

The Certificate includes the six courses required by the Certified Financial Planning Board to sit for the Certified Financial Planner exam. The Certificate (18 hours) requires the completion of the following: 

• ACCT 355 - Introduction to Income Taxation Credits: 3
• FIN 210 - Managing your Money for Financial Success Credits: 3
• FIN 406 - Investment Strategies Credits: 3
• FIN 410 - Retirement Planning Credits: 3
• FIN 499 - Case Studies in Financial Planning Credits: 3

• One of the following estate-planning classes:

• FIN 496 - Estate & Trust Planning Credits: 3
• LAW 496 - Estate and Trust Planning Credits: 3