Certificate in Financial Planning
The Certificate in Financial Planning introduces students to the core areas of personal financial planning. Through the curriculum, students learn to analyze and advise in all personal financial planning knowledge components as identified by the Certified Financial Planner Board of Standards. Courses offered in the certificate will prepare students to sit for the post-graduation certification exam and become a Certified Financial Planner. The certificate prepares students for careers in the financial planning profession.
| Code | Title | Hours |
|---|---|---|
| CADS 2040 | Consumer Financial Planning | 3 |
| CADS 4040 | Estate Planning & Philanthropy | 3 |
| CADS 4050 | Consumer Tax Planning | 3 |
| CADS 4060 | Retirement & Benefits Planning | 3 |
| FINC 3200 | Risk and Insurance | 3 |
| CADS 4740 | Consumer Financial Management Applications | 3 |
| FINC 3640 | Investments | 3 |
Students must earn a "C" or higher in the courses required for the certificate.