Professional Certificate in Personal Financial Planning

The Professional Certificate in Personal Financial Planning prepares undergraduate business majors to become professional, competent and ethical personal financial planners. The program has been continuously registered with Certified Financial Planner Board of Standards, Inc. The following cover all of the Certified Financial Planner Board of Standard’s (CFP Board) Principal Knowledge Topics based on the results of CFP Board’s Job Analysis Study. ACCT 308 - Concepts of Federal Income Tax Accounting (3). FIN 328 - General Principles of Professional Financial Planning (3). FIN 340 - Introduction to Investments (3). FIN 360 - Principles of Risk Management and Insurance (3). FIN 408 - Retirement Planning (3). FIN 409 - Estate Planning (3). FIN 410 - Theory and Practice of Personal Financial Planning (3).

Applicants are eligible to apply as a graduate student if you have earned a degree equivalent to a U.S. bachelor's degree. You must meet the following requirements: Above average class standing at an internationally accredited college or university: the equivalent of at least a 3.0 grade point average on a 4.0 scale is recommended. Provisional admission – Students who are admitted provisionally are required to provide their official transcripts, bachelor’s degree certificate and test scores as soon as possible after being admitted otherwise the admission decision could be rescinded.