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Personal Financial Planning

Available Online

Required Courses

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

Elective Courses

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

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

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