Finance and Risk Management Department

Financial Planning Undergraduate Certificate

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Preparing you for CFP certification

Designed for non-finance majors, this certificate prepares you to take the CFP Certification Exam – a key step in earning your full CFP credentials.

As a Certified Financial Planner (CFP), you’ve met an industry benchmark.

Help people make smart money moves. Guide them through investing, taxes and planning for retirement.

Choose your certificate

Contact the Business Advisement Center to declare a certificate in financial planning.

Financial Planning

This provides the opportunity for non-Financial Planning majors to gain knowledge of the financial planning industry. The certificate will be useful to both current students pursuing another major and individuals who have already graduated. Upon successful completion of the certificate individuals will have the ability to sit for the CFP® Exam.

Program restriction

This certificate is only available to students who are not majoring in Finance with an option in Financial Planning.

Program requirements (18 hours)

  1. ACC 321(3), FIN 381(3), FIN 485(3); FIN 538/RMI 538(3) or ACC 524(3); FIN 581(3), RMI 314(3).
  2. All candidates must satisfy the General University Certificate Requirements.

Completion requirement

Attain a grade of C or better in all courses used to fulfill the certificate requirements.

Inspiring Academics

Knowledge based on experience — Missouri State's approach to learning sets you up for success with insight from expert faculty, personalized advising and a diverse range of courses.

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Advisement

Unbeatable Value

A smart investment in your future — Missouri State delivers enriching opportunities along with affordable costs and extensive financial aid options.

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