This program is best suited for finance professionals looking to energize their careers and better serve their clients by earning their CFP® certification. Your courses will prepare you to sit for the exam by teaching you to analyze personal financial situations and evaluate client objectives, needs and values to develop a comprehensive financial plan.
“Part of the culture in the Heider College of Business is that everybody who teaches here has work experience—it's not just all about academics. There are a lot of great scholars here who also can apply real-world experience to their programs.”
—Trent Wachner, PhD | Associate Professor, Heider College of Business
Gain the education you need to sit for the CFP® Exam
The Personal Financial Planning Certificate curriculum consists of six courses designed to increase students’ financial planning knowledge. Courses provide a focused and in-depth curriculum that covers the 72 Topic Areas of Learning specified by the CFP® Board of Standards.
The CFP® certification is recognized as the highest professional certification for financial planners. Earning your CFP® certification shows your clients and your employer that you are serious about financial planning. Certified financial planners are uniquely qualified to understand their clients’ financial situations and develop recommendations to help set and achieve their financial goals.
The Personal Financial Planning certificate has been approved by the CFP® Board of Standards as satisfying the academic requirements needed to sit for the CFP® exam.
A wise investment in your future
We know that graduate school can be a serious investment of your time and money, so we make sure that your investment is a smart one—and one that you can fit in your busy schedule. You’ll only need to complete 18 credits, so you can earn your certificate in financial planning and prepare for the CFP® exam in about a year.
Plus, you’re well on your way to earning a master’s degree if you choose to further advance your education. The credits you earn in the personal financial planning certificate program can be applied toward a full Master of Business Administration (MBA) with an emphasis in Personal Financial Planning.