Personal Financial Planning Certificate Requirements
Students must complete each course in the certificate program with a grade of "C" or better. The course cannot be taken pass/fail.
| Courses |
Hours
|
| ACC 3090 - Income Tax I |
3
|
| FIN 3150 - Personal Financial Planning |
3
|
| FIN 3420 - Principles of Insurance |
3
|
| FIN 3450 - Retirement & Employee Benefits |
3
|
| FIN 3600 - Investments* |
3
|
| FIN 4400 - Estate Planning |
3
|
| Total Hours (minimum) |
18
|
*This course has prerequisites: See catalog course description.
Successful completion of these courses also meets the Certified Financial Planner™ (CFP®) Board of Standards education requirement to take the national Certified Financial Planner examination. For more information call the Finance Department, 303-556-3776.
