This track is registered with the Certified Financial Planner Board of Standards, Inc. allowing graduates to sit for the comprehensive Certified Financial PlannerTM examination to earn the right to use the CFP® designation. Coursework includes principles of personal financial planning, investments, insurance, taxation, retirement planning, and estate planning, complemented by courses that develop an understanding of the economic and social contexts within which clients make financial decisions. Graduates excel in providing client–centered financial management advice.
There also exists a CFP® registered undergraduate certificate program that can accompany any MU degree plan to provide undergraduate students 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.
Students in this track may also prepare to sit for the Certified Retirement Counselor® (CRC®) or Certified Retirement Administrator® (CRA®) designation offered through the International Foundation for Retirement Education (InFRE). In addition, students may take the exam that leads to earning the Accredited Financial Counselor (AFC®) designation before they graduate, which is offered through the Association for Financial Counseling and Planning Education (AFCPE®).
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial Planner™, and CFP (with flame logo) ®, which it awards to individuals who successfully complete initial and ongoing certification requirements.