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Financial Planning, Certificate of Proficiency

Requirements

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:
Completion of a bachelor degree.
Discipline Core Requirements: 21 Credits
Prerequisites may be required.
  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:

  1. Completion of a minimum of 21 semester credits.
  2. Overall grade point average of 2.5 GPA in all courses. No grade lower than a "C-".

Graduation Plan

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.

Milestone courses (pre-requisites for a course in one of the subsequent semesters) are marked in red and Italicized.

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 Capstone 3
  Semester total: 3
  Degree total: 21

Department

Finance and Economics

The Finance and Economics department is in the Woodbury School of Business. To find the most up-to-date information from the Finance-Economics department, visit their website.

Finance and Economics department