Description
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.
The certificate program is designed for individuals with a bachelor’s degree in any field who want to provide professional financial planning services.
Related Programs
Program Code
FPC.CT
Benefits
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
Curriculum
Effective 2017-2018 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 |
| Semester 2 | ||||
| FIN 175 | Retirement and Employee Benefit Planning | 3 | 0 | 3 |
| FIN 185 | Estate Planning | 3 | 0 | 3 |
| FIN 200 | Investments | 3 | 0 | 3 |
| Semester 3 | ||||
| FIN 290 | Financial Planning Capstone | 3 | 0 | 3 |
| Total Credits: | 21 | 0 | 21 | |
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
Contacts
| Program Chair | ||
Margaret (Meg) Clark, MBA, CFP |
(513) 569-1626 | |
