Personal Financial Planning Certificate

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Students must complete each course in the certificate program with a grade of “C” or better. The courses cannot be taken pass/fail.

Required Courses:

ACC 3090 - Income Tax I Credits: 3
FIN 3150 - Personal Financial Planning Credits: 3
FIN 3420 - Principles of Insurance Credits: 3
FIN 3450 - Retirement Planning and Employee Benefits Credits: 3
FIN 3600 - Investments Credits: 3 *
FIN 4400 - Estate Planning Credits: 3

Notes:

* This course has prerequisites. See catalog course description.

Successful completion of these courses also meets the Certified Financial Planner (CFP®) Board of Standards education requirement to take the national Certified Financial Planner examination. For prerequisites and more information call the Finance Department, 303-556-3776.