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
Choose your certificate
Contact the Business Advisement Center to declare a certificate in 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®
This certificate is only available to students who are not majoring in Finance with
an option in Financial Planning.
Program requirements (18 hours)
- ACC 321(3), FIN 381(3), FIN 485(3); FIN 538/RMI 538(3) or ACC 524(3); FIN 581(3), RMI 314(3).
- All candidates must satisfy the General University Certificate Requirements.
Attain a grade of C or better in all courses used to fulfill the certificate requirements.