This certificate creates a foundation in personal and family financial planning and addresses the Certified Financial PlannerTM (CFP) Board of Standards education requirement for the certification examination, including insurance, personal investing, retirement planning, tax planning, behavioral finance and financial planning practice management. Students can sit for the exam upon completion of the certificate.
Overview
Family financial management requires an understanding of family communication, family lifecourse and family economics. The CFP designation is the leading standard in financial planning and can provide graduates a distinct advantage in today's competitive job market.
Prerequisites
With an overall minimum 2.5 GPA
- ACG 2021 Introduction to Financial Accounting, 4 credits
- AEB 2014 Economic Issues, Food and You, 3 credits, or
ECO 2013 Principles of Macroeconomics, 4 credits, or
ECO 2023 Principles of Microeconomics, 4 credits
- STA 2023 Introduction to Statistics 1, 3 credits
Required Courses
| Courses |
Credits |
|---|
FYC 4003 Personal and Family Financial Counseling
A prerequisite for the remaining courses |
3 |
| FYC 4004 Personal and Family Tax Planning |
3 |
| FYC 4007 Personal and Family Insurance Planning |
3 |
| FYC 4102 Personal and Family Retirement and Estate Planning |
3 |
| FYC 4905 Personal and Family Wealth Management |
3 |
| FYC 4930 Personal and Family Financial Planning Capstone |
3 |
| Total |
18 |
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