Financial Planning Certificate (FPC)


NOTE: This certificate program is not admitting new students.

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, education, and retirement and estate planning.

All certificate courses are offered through online education.

Related Programs

Program Code



Employment Options

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
  • Paraplanner
  • Financial Analyst
  • Bank/Trust Manager
  • Insurance Analyst
  • Financial Wellness Advisor

Graduate Starting Salary Projections

$26,000 to $36,000 annual salary

Employment Outlook

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.

Education Options

Representative Co-Op/Clinical/Intern Sites

  • Certificate does not include co-op


Effective 2018-2019 academic year

Financial Planning Certificate (FPC)

Semester 1 Lec Lab Credits
FIN 100 Personal Finance 3 0 3
ACC 175 Federal Taxation: Individuals 3 0 3
FIN 120 Risk and Insurance 3 0 3
LAW 101 Business Law 3 0 3
Semester 2      
FIN 175 Retirement and Employee Benefit Planning 3 0 3
LAW 130 Estate Planning, Family and Probate Law 3 0 3
FIN 200 Investments 3 0 3
Semester 3      
FIN 290 Financial Planning Capstone 3 0 3
Total Credits:   24 0 24

The letters G, B, and T (displayed after course titles or elective descriptions) identify types of courses required by the Ohio Department of Higher Education as part of an associate’s degree curriculum.
G = General Education course in this curriculum
B = Basic Skills course in this curriculum
T = Technical course in this curriculum


Program Chair
Margaret (Meg) Clark, MBA, CFP
(513) 569-1626
Note: The Financial Planning Certificate is not admitting new students at this time.
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