Personal Financial Planning Undergraduate Certificate Program
Sit for the CFP® Exam
This 19 credit hour certificate prepares the undergraduate student with the tools necessary for placement in the financial planning industry and to sit for the comprehensive Certified Financial Planner ™ examination to earn the right to use the CFP ® mark. Coursework develops a theoretical and practical knowledge in the areas of investments, insurance, taxation, retirement planning, and estate planning. Students with limited backgrounds in business related classes are highly encouraged to take FINPLN 2183 (Personal and Family Finance).
Admission Requirement: at least 2.5 cumulative GPA required upon application; *at least "C" or higher in each class required.
- FINPLN 2083 - Financial Planning Careers - 1 hr
This course will provide the student with a broad, general introduction to careers in financial planning. Through readings, introspection, discussions, and guest speakers, the student will develop an understanding of the field.
- FINPLN 2183 - Personal and Family Finance - 3hrs
Individual and family finance, with particular emphasis on financial planning, savings, insurance, investments, taxes, use of credit, and financial aspects of housing. Math Reasoning Proficiency Course. Prerequisites: MATH 1100 or MATH 1120 with grade of C or above, and sophomore or above standing.
- FINPLN 4187 or ACCT 4353 - Tax Planning - 3 hrs
Principles, current law and practice of income taxation and its impact on personal financial planning for individuals, couples and families in their roles as investors, employees, and business owners. Graded on A-F basis only. Prerequisites: FINPLN 2183, FINPLN 3283; ACCTCY 2010 or equivalent or instructor's consent. Not available to Pre-Personal Financial Planning majors.
- FINPLN 4382 or FIN 3300 - Financial Planning: Risk Management - 3 hrs
Analysis of family financial risks and conservation of family assets via risk management, with primary focus on personal lines of insurance. Prerequisites: FINPLN 3283; 5-6 hours of Economics; STAT 1300 or STAT 2500. Not available to Pre-Personal Financial Planning majors.
- FINPLN 4383 or FIN 4020 - Financial Planning: Investment Management - 3 hrs
Introduction to investment for family financial planning. Prerequisites: FINPLN 3283; 5-6 hours of Economics; STAT 1300 or STAT 2500; ECONOM 3229 or instructor's consent. Not available to Pre-Personal Financial Planning majors.
- FINPLN 4386 - Financial Planning: Employee Benefits and Retirement Planning - 3 hrs
Fundamentals of employee benefits and retirement planning. Consideration of options via government, employer, financial markets. Special circumstances of women, part-time, and contingent workers considered. Prerequisites: FINPLN 4382, FINPLN 4383, or instructor's consent. Not available to Pre-Personal Financial Planning majors.
- FINPLN 4389 - Financial Planning: Case Analysis—3 hrs
The course emphasizes the use of analytical tools to develop effective financial plans for individuals and households. Prerequisites: FINPLN 4187, FINPLN 4382, FINPLN 4383 or instructor's consent. Not available to Pre-Personal Financial Planning majors.
- FINPLN 4393 - Financial Planning: Estate and Gift Planning - 3 hrs
Fundamentals, practical problems and solutions in basic estate and gift planning, business succession planning, and taxation issues. Prerequisites: FINPLN 4382 and FINPLN 4383 or instructor's consent. Not available to Pre-Personal Financial Planning majors.
A Career in Demand - Be a CFP® Professional
Pursuing a career designed to help households achieve important goals is a very rewarding experience: per-sonally, professionally, financially, and spiritually. Nothing creates a sense of accomplishment more than knowing you have helped a family grow stronger. To be able to hire a student who is ready to sit for the na-tional CFP exam and who has the ability to listen to their client’s dreams is invaluable to financial services professionals. Demand is high; over one-half of all current financial planners will reach retirements age in eight years.
Contact Dr. Starla Ivey for more information at firstname.lastname@example.org or (573) 882-6270.