Certificate in Financial Planning

Curriculum

You must successfully complete the six required courses for a total of 22.8 Continuing Education Units (CEUs), which is equivalent to 228.0 contact hours. The program is designed to be completed in 9 months, but you have up to two years to complete the certificate requirements.


Course Schedule

Course Name Semester and Section
Required Courses 
Fundamentals and Ethical Consideration & Insurance and Employee Benefits
Required
Investment Planning
Required
Retirement Savings and Income
Required
Tax Planning
Required
Estate Planning
Required
Capstone Case Course in Financial Planning