Skip to main content
Spreadsheet of financial information
Undergraduate Certificate in
Financial Planning

Courses

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.

Prescribed Courses (18 credits)

  • 3
    credits

    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

    • FIN 301 Prerequisites

      (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)

  • 3
    credits

    Developing financial plans including cash budgets, credit purchases, investments, and insurance.

    • Note

      Third-semester standing or permission of instructor.

  • 3
    credits

    Investment and risk, types of security investments, sources of investment information, the broker, the stock market, portfolio management.

    • Prerequisite

      FIN 301

    • FIN 301 Prerequisites

      (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)

  • 3
    credits

    Liquidity planning, titling and transfer of property, trusts, federal unified tax system, gifting, incapacity planning, legal documents.

    • Prerequisite

      FIN 330 and ACCTG 310 or ACCTG 405

  • 3
    credits

    Retirement planning: qualified and non-qualified plans, characteristics, provisions, regulations administration, application approach with case studies.

  • 3
    credits

    Critical thinking and decision-making about personal financial planning topics in the context of the financial planning process.

    • Prerequisite

      completion of first 15 credits of the certificate curriculum

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.

Penn State World Campus Students

Ready to Learn More?

Get the resources you need to make informed decisions about your education. Request information on this program and other programs of interest by completing this form.

* required 1/3

I agree to be contacted via phone, email, and text by Penn State World Campus and affiliates. Privacy Policy. reCAPTCHA protected. Google Privacy Policy and Terms of Service.