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Financial Planning


This certificate is suitable for the student who wishes to gain the financial literacy needed in the current financial services and workforce environment. Financial planning certificate students are people who need to create a basic foundation for navigating the increasingly complex world of personal financial planning and gain skills essential to careers in the financial services industry. Financial Planning students will be prepared for financial-services jobs in banking, insurance, and securities; financial planning, bank branch management, and insurance agency sales and management. Students already employed in the financial services industry will find the Finance Concentration program useful in advancing their careers. The program also offers transfer opportunities for those who wish to continue their education at 4-year colleges or universities.

Quick Facts
  • 18 Credits

    ACC 111 Accounting
    BUS 113 Intro to Personal Finance
    ECO 110 Macroeconomics or ECO 120 Microeconomics
    FIN 110 Principles of Finance
    FIN 150 Introduction to Investing
    FIN 170 Insurance and Risk Management

Degree questions, answered.

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Careers in Financial Planning


Students with a Certificate in Financial Planning, expect to work in a job where a self-directed retirement plan is offered or the financial services industry. Representative jobs in that field include loan officer, branch manager, customer relations representative, mortgage originator, insurance agent, stockbroker in smaller or regional brokerage firms, and back-office administration and management for financial institutions. Students will graduate with more skills specifically related to the financial services industry, as well as the broader skills needed to navigate personal financial issues. The objective of the program is to provide students with the knowledge, training, skills, and credentials, which will lead toward a general career path or a career in finance-related businesses. This certificate is also useful for adults who seek the information necessary to handle their financial decisions which are increasingly complex.

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