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Certificate in Personal Financial Planning

Sit for the CFP® Exam

This 18 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.

Apply for PFP Undergraduate Certificate


Please visit the University Registrar’s website for current information on coursework requirements.

A Career in Demand – Be a CFP® Professional

Pursuing a career designed to help households achieve important goals is a very rewarding experience: personally, 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 national 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 retirement age in eight years.

For more information, contact:

Starla Ivey, PhD
Instructor & Program Coordinator
(573) 882-7836