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Personal Financial Planning Certificate Requirements

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

Courses
Hours
ACC 3090 - Income Tax I
3
FIN 3150 - Personal Financial Planning
3
FIN 3420 - Principles of Insurance
3
FIN 3450 - Retirement & Employee Benefits
3
FIN 3600 - Investments*
3
FIN 4400 - Estate Planning
3
Total Hours (minimum)
18

*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 more information call the Finance Department, 303-556-3776.