Program Overview

Overview

The Personal Financial Planning Certificate is designed for undergraduate students who are not enrolled in the personal financial planning track. This certificate aims to differentiate students seeking career opportunities within the financial services industry and acquire personal skillsets for financial planning and wealth management.

Requirements

To complete the Personal Financial Planning Certificate, students must fulfill the following requirements:

• Complete the four courses as described below.
• Complete a relevant experiential learning activity.
• Complete a personal reflection.
• Complete an exit interview.

Course List

The required and elective courses for the certificate are as follows: | Course List 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 | | ACCT 3440 | Income Taxation of Individuals | | | FNCE 3040 | Retirement Planning | | | FNCE 3060 | Estate Planning | | | Total Credit Hours | | 12 |

Learning Outcomes

By the completion of the program, students will be able to:

• Demonstrate the associated CFP Board learning objectives upon completion of each course.
• Pursue job opportunities in wealth management and personal financial planning firms with the help of the Certificate in Personal Financial Planning.