Auburn Bulletin 2023-2024

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.

CADS 2040Consumer Financial Planning3
CADS 4040Estate Planning & Philanthropy3
CADS 4050Consumer Tax Planning3
CADS 4060Retirement & Benefits Planning 3
FINC 3200Risk and Insurance3
CADS 4740Consumer Financial Management Applications3
FINC 3640Investments3

Students must earn a "C" or higher in the courses required for the certificate.