The Personal Financial Planning Certificate is available to undergraduate students who are not enrolled in the personal financial planning track. The certificate, which includes coursework requirements and an experiential component, is designed to differentiate students seeking to position themselves for potential career opportunities within the financial services industry and acquire personal skillsets for financial planning and wealth management.
Requirements
In addition to completing the four courses as described below, students must complete a relevant experiential learning activity, a personal reflection and an exit interview.
| Code | Title | Credit Hours |
|---|---|---|
| Required Courses | ||
| FNCE 2830 | Personal Investment Management | 3 |
| FNCE 3820 | Principles of Personal Financial Planning and Insurance | 3 |
| Electives | ||
| Complete two of the following: | 6 | |
| Income Taxation of Individuals | ||
| Retirement Planning | ||
| Estate Planning | ||
| Total Credit Hours | 12 | |
Learning Outcomes
By the completion of the program, students will be able to:
- Upon completion of each course, students should be able to demonstrate the associated CFP Board learning objectives.
- The Certificate in Personal Financial Planning will help a student pursue job opportunities in wealth management and personal financial planning firms.