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Personal Financial Planning

Required Courses

TitleWinterSpringSummerFall
MGMT X433.20
Principles of Financial Analysis (3 units)
MGMT X433.20
Online to be scheduled to be scheduled Campus
MGMT X433
Survey of Personal Financial Planning (4 units)
MGMT X433
Campus to be scheduled to be scheduled Campus
MGMT X433.7
Insurance Planning (4 units)
MGMT X433.7
  to be scheduled   Online
MGMT X433.1
Investment Planning (4 units)
MGMT X433.1
Online   to be scheduled  
MGMT X433.2
Income Tax Planning (4 units)
MGMT X433.2
  to be scheduled   Campus
MGMT X433.8
Retirement Planning (4 units)
MGMT X433.8
Campus   to be scheduled  
MGMT X433.9
Estate Planning (4 units)
MGMT X433.9
  to be scheduled   Online
MGMT X433.21
Personal Financial Planning Practicum (4.5 units)
MGMT X433.21
Online   to be scheduled  

Elective Courses

TitleWinterSpringSummerFall
Personal Financial Planning
MGMT X433.45
Personal Financial Planning Internship (4.5 units)
MGMT X433.45
Campus to be scheduled to be scheduled Campus
MGMT 833.14
Building a Profitable Financial Planning Business (1.8 CEU)
MGMT 833.14
  to be scheduled   Campus

Course schedules are subject to change. Individual courses may be taken without enrolling in the full certificate.

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