Concentrations & Certificates

Personal Financial Planning (Certificates)

The Personal Financial Planning Certificate is an 18 hour non-degree, post-baccalaureate program designed to prepare students to sit for the national CERTIFIED FINANCIAL PLANNER™ exam. Program applicants must have completed a bachelor’s degree. Completing the Personal Financial Planning Certificate satisfies the Certified Financial Planner Board of Standard’s education requirement, which is one of four requirements leading to approval to use the CFP® designation. The other three requirements are passing the national exam, meeting an experience requirement and agreeing to adhere to the CFP® code of ethics. The CERTIFIED FINANCIAL PLANNER™ designation is widely recognized as the premier professional designation in the personal financial management services industry.