Spreadsheet of financial information

Undergraduate Certificate in
Financial Planning

Program Summary

Develop a range of critical financial planning strategies and successfully satisfy the entire educational course work requirement to sit for the CFP exam with this online undergraduate certificate program.
How To Apply
Apply by May 7 to start May 15

How To Apply 

Costs and Financial Aid

18 Credits $620/$664 per credit

Costs and Financial Aid 

Gain a Strong Foundation in the Rapidly Evolving Financial Planning Market

If you want to acquire the latest financial planning knowledge with real-life applications, the Undergraduate Certificate in Financial Planning is designed for you. 

In this 18-credit program, you can learn a broad range of personal financial planning concepts in insurance and income tax planning, retirement and estate planning, and investment strategies. The curriculum is designed to prepare you for career success in the quickly growing field of financial planning.

The certificate in financial planning is a Board-Registered Program with the Certified Financial Planner Board of Standards (CFP®* Board). Successful completion of the World Campus 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.

Why Financial Planning at Penn State?

The certificate's required courses are taught by experienced Penn State faculty who hold professional designations such as CFP®, CFA, CPA, or attorney, along with other professional licenses in insurance and securities. You are assured to receive the most up-to-date instruction in the full range of financial planning topics.

You may be able to apply some of the credits you earn in this program toward the requirements for a bachelor's degree from World Campus.

Who Should Apply?

The financial planning certificate is an ideal program if you:

  • are seeking to obtain the CFP® certification to communicate your expertise and credibility
  • are interested in helping people maximize their savings and strengthen their financial security
  • want to hone your existing skills to support your professional responsibilities
  • would like to learn how to create a solid financial future for yourself

Career Opportunities for Graduates

This certificate covers a variety of both personal and professional financial situations. As a financial planning professional, you can expect to apply your knowledge to a range of fields, including:

  • investment brokerage
  • insurance
  • banking
  • accounting
  • law

*Certified Financial Planner Board of Standards Inc. owns the marks CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Penn State World Campus Students

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