Financial Planning Certificate (FPC)


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.

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 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


Program Chair
Margaret (Meg) Clark, MBA, CFP
(513) 569-1626