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Undergraduate Certificate in
Financial Planning


The online certificate in financial planning is an 18-credit program of study with six required courses offered in a timeframe comparable to a traditional semester schedule, with fixed start and end dates. Successful completion of the online certificate satisfies the entire education course work requirement for CFP® certification and prepares students to take the CFP® Certification Examination. The education and examination components are two of the core prerequisites to obtain full CFP® certification.

Course List — Undergraduate Certificate in Financial Planning 

Prescribed Courses (18 credits)
Title Abbreviation Description Credits

Principles of Taxation


Study of income determination concepts for individuals and corporations, impact of taxation on decisions, elementary research techniques, and ethical standards.

Prerequisite: ACCTG 211 or FIN 301*

3 credits
Personal Financial Planning FIN 330 Developing financial plans including cash budgets, credit purchases, investments, and insurance.

Third-semester standing or permission of instructor.
3 credits
Investment and Portfolio Analysis FIN 420 Investment and risk, types of security investments, sources of investment information, the broker, the stock market, portfolio management.

Prerequisite: FIN 301*
3 credits
Estate Planning FIN 430 Liquidity planning, titling and transfer of property, trusts, federal unified tax system, gifting, incapacity planning, legal documents.

Prerequisites: FIN 330 and (ACCTG 310 or ACCTG 405)
3 credits
Retirement Planning FIN 450 Retirement planning: qualified and non-qualified plans, characteristics, provisions, regulations administration, application approach with case studies. 3 credits
Financial Planning Capstone FIN 491 Critical thinking and decision-making about personal financial planning topics in the context of the financial planning process.

Prerequisites: completion of first 15 credits of the certificate curriculum
3 credits

*Prerequisites for FIN 301 are: (ENGL 15 or ENGL 30 or ESL 15 or ENGL 137H or CAS 137H) and ACCTG 211 and (ECON 102 or ECON 104) and (SCM 200 or STAT 200)

Course Availability

If you're ready to see when your courses will be offered, visit our public LionPATH course search (opens in new window) to start planning ahead.

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