The Certificate in Financial Planning prepares you for a career in personal finance and wealth management. The program equips you with the necessary academic preparation and foundation to pursue the Certified Financial Planner (CFP) certification, which is the most recognized and respected credential in the financial planning industry. The program's curriculum closely follows the standards set by the CFP Board.
Grading Requirement
All courses taken to fulfill program course requirements must be taken for a letter grade except those courses specified by the department as credit/no credit grading only.
Some courses require a minimum grade to progress in the program. Minimum grade requirements, including those listed on course requisites, are considered graduation requirements.
All courses must be completed with a grade of C or higher.
Course Requirements for the Certificate
The following courses, or their approved transfer equivalents, are required of all candidates for this certificate.
