The Financial Planning Certificate prepares graduates to develop comprehensive financial plans for clients by applying knowledge and skills in a variety of personal financial planning areas, including taxes, investments, insurance, and retirement and estate planning. The certificate program is designed for individuals with a bachelor’s degree in any field who want to provide professional financial planning services.
Graduates Are Prepared To
- Develop realistic, personal financial plans to include investment, retirement, tax, estate, employee benefit and education planning.
- Analyze financial data.
Representative Job Titles For Graduates
- Personal Financial Advisor
- Financial Analyst
- Bank/Trust Manager
- Insurance Analyst
- Financial Wellness Advisor
Graduate Starting Salary Projections
$26,000 to $36,000 annual salary
The U.S Bureau of Labor Statistics predicts faster-than-average employment growth for personal financial services through 2022, as a better-educated, wealthier, and longer-living population requires more financial guidance.
Representative Co-Op/Clinical/Intern Sites
- Certificate does not include co-op
Financial Planning Certificate (FPC)
|FIN 100||Personal Finance||3||0||3|
|ACC 175||Federal Taxation: Individuals||3||0||3|
|FIN 120||Risk and Insurance||3||0||3|
|FIN 175||Retirement and Employee Benefit Planning||3||0||3|
|FIN 185||Estate Planning||3||0||3|
|FIN 290||Financial Planning Capstone||3||0||3|