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
Representative Co-Op/Clinical/Intern Sites
- Certificate does not include co-op
Effective 2017-2018 academic year
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|
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
Margaret (Meg) Clark, MBA, CFP