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 |
or | ||
6400:300 | 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 Financial Planning | 3 |
Total Credits Required | 24 |