Graduate Certificate in Personal Financial Planning

For more information, contact Deanna L. Sharpe, PhD, CFP®, 239 Stanley Hall. Phone: (573) 882-9652

Admission

See About Personal Financial Planning for admission information.

About the Certificate

This certificate is designed for those who want to complete only the courses necessary to sit for the Certified Financial Planner™ exam. Applicants to this program must have completed a bachelor’s degree.

The Certificate in Personal Financial Planning is a post-baccalaureate program designed to prepare students to sit for the rigorous, national Certified Financial Planner™ exam. The curriculum is registered with the Certified Financial Planner Board of Standards, Inc. Completion of the Certificate in Personal Financial Planning satisfies the education requirement of the Certified Financial Planner Board. Completing this education requirement, passing the national exam, meeting an experience requirement and agreeing to adhere to the CFP® code of ethics allows a person to use the CFP® designation.

The Certified Financial Planner™ designation is widely recognized as the premier professional designation in the personal financial management services industry.

Required Courses

• FINPLN 7000 Problems: Introduction to Personal Financial Management
• FINPLN 7382 Financial Planning: Risk Management
• FINPLN 7383 Financial Planning: Investment Management
• FINPLN 7386 Financial Planning: Employee Benefits and Retirement Planning
• FINPLN 7393 Financial Planning: Estate and Gift Planning
• FINPLN 7001 Tax Planning

Elective Courses

Since this is a registered program under the oversight of a professional organization granting a professional designation, all courses are required.