Financial Planning Certificate

The online Undergraduate Certificate in Financial Planning, offered by the Von Allmen School of Accountancy and the John Maze Stewart Department of Finance and Quantitative Methods, is a first step in preparation for a career as a financial planning professional. The certificate is open to students of any major and non-degree seeking students, including current CPAs or other working professionals, in an online format to allow work and lifestyle flexibility. The course work will provide students a broad range of knowledge in personal financial planning, including insurance and income tax planning, retirement and estate planning, and investment strategies.

Academic Curriculum

The Certificate in Financial Planning requires 18 credit hours as follows. Students must earn a C or better in each required certificate course to receive the certificate.

ACC 356 - PRINCIPLES FOR THE FINANCIAL PLANNER Credit(s): 3
ACC 357 - TAX PLANNING FOR THE PROFESSIONAL FINANCIAL PLANNER Credit(s): 3
OR
ACC 407 - CONCEPTS OF INCOME TAXATION Credit(s): 3
FIN 357 - INVESTMENT PLANNING Credit(s): 3
FIN 358 - RISK, INSURANCE AND RETIREMENT PLANNING Credit(s): 3
ACC 457 - ESTATE PLANNING Credit(s): 3
FIN 359 - FINANCIAL PLAN DEVELOPMENT (CAPSTONE) Credit(s): 3