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Personal Financial Planning

Choose the path that fits your needs: complete this program in as little as one year by taking two courses per quarter.

Prerequisite Courses

TitleWinterSpringSummerFall
MGMT 823.3
Business and Financial Mathematics (1.2 CEU)
MGMT 823.3
Online Course
Online Course
To be scheduled. To be scheduled.

Required Courses

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

Elective Courses

TitleWinterSpringSummerFall
Personal Financial Planning
MGMT X433.45
Personal Financial Planning Internship (4.5 units)
MGMT X433.45
Classroom Course
Classroom Course
To be scheduled. To be scheduled.
MGMT X433.31
Review Course for the CFP® Certification Examination (5 units)
MGMT X433.31
Classroom Course
To be scheduled. To be scheduled.
MGMT X433.23
CFP Primer: Financial Planning Case Study and Advanced Calculator Usage (3 units)
MGMT X433.23
To be scheduled.
MGMT 833.14
Building a Profitable Financial Planning Business (1.8 CEU)
MGMT 833.14
Classroom Course

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

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