This certificate adds to the Woodbury School of Business flexibility to meet the needs of individuals seeking to complete the educational requirement to sit for the Certified Financial Planning Board's professional accreditation. It provides the required seven courses in a residential setting for individuals who already have a bachelor degree but lack these required courses. It will supplement the existing bachelor program in Personal Financial Planning and the online seven course program the Woodbury School of Business currently offers in collaboration with Dalton Education.
Total Program Credits: 21
Matriculation Requirements: | |||
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Discipline Core Requirements: | 21 Credits | ||
FIN 3060 | Introduction to the PFP Profession | 3 | |
FIN 3210 | Retirement Planning | 3 | |
FIN 3220 | Risk Management and Insurance | 3 | |
FIN 3300 | Tax Planning for Personal Financial Planners | 3 | |
FIN 3400 | Investment Management | 3 | |
FIN 4210 | Estate Planning Fundamentals | 3 | |
FIN 4800 | Personal Financial Planning Capstone | 3 |
Graduation Requirements:
This graduation plan is a sample plan and is intended to be a guide. Your specific plan may differ based on your Math and English placement and/or transfer credits applied. You are encouraged to meet with an advisor and set up an individualized graduation plan in Wolverine Track.
Semester 1 | Course Title | Credit Hours |
FIN 3060 | Introduction to the PFP Profession | 3 |
FIN 3400 | Investment Management | 3 |
Semester total: | 6 | |
Semester 2 | Course Title | Credit Hours |
FIN 3210 | Retirement Planning | 3 |
FIN 3300 | Tax Planning for Personal Financial Planners | 3 |
FIN 3220 | Risk Management and Insurance | 3 |
FIN 4210 | Estate Planning Fundamentals | 3 |
Semester total: | 12 | |
Semester 3 | Course Title | Credit Hours |
FIN 4800 | Personal Financial Planning Internship | 3 |
Semester total: | 3 | |
Degree total: | 21 |
The Finance and Economics department is in the Woodbury School of Business. To find the most up-to-date information, including Program Learning Outcomes for degree programs offered by the Finance-Economics department, visit their website.
Program Learning Outcomes | |
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