Certificate in Financial Planning (23 Hours)
Requirements
Required
| CFP101 | Introduction to the CFP Credential | 1 |
| CFP301 | General Principles of Financial Planning | 3 |
| CFP302 | Risk Management and Insurance Planning | 3 |
| CFP303 | Investment Planning | 3 |
| CFP304 | Tax Planning | 3 |
| CFP305 | Retirement Savings and Income Planning | 3 |
| CFP306 | Estate Planning | 3 |
| CFP307 | Capstone: Financial Plan Development | 3 |
| CFP309 | CFP Examination Preparation | 1 |
Note: This academic program meets the education coursework requirements of the CFP board. These requirements must be completed prior to sitting for the CFP examination. Completion of this academic program does not provide the CFP professional credential. Professional certification as a CFP can be obtained only after completing the education requirements, passing the CFP examination, and completing the work experience requirement. Professional certification as a CFP is grant through the CFP Board only.