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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.

Required Courses

TitleWinterSpringSummerFall
MGMT X433.20
Principles of Financial Analysis (3 units)
MGMT X433.20
to be scheduled to be scheduled Campus Campus
MGMT X433
Survey of Personal Financial Planning (4 units)
MGMT X433
to be scheduled to be scheduled Online 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
to be scheduled   Campus  
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
to be scheduled   Online  
MGMT X433.9
Estate Planning (4 units)
MGMT X433.9
  to be scheduled   Online
MGMT X433.21
Personal 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 to be scheduled Campus Campus
MGMT X433.31
Review Course for CFP Certification Exam (5 units)
MGMT X433.31
      Campus
MGMT X433.23
CFP Primer: Financial Planning Case Study and Advanced Calculator Usage (3 units)
MGMT X433.23
      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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