Financial Planning Professional (FPPCA)

Award: Certificate of Achievement
Pathway to Associate Degree: Business Administration (BSAAS)
Program Location: Online

This certificate of achievement provides students with practical experience in fields of personal investment strategies related to retirement planning, estate planning, and tax-advantaged investments. Upon completion of this program, potential employment opportunities exist with companies, government agencies, and nonprofit organizations in the financial services industry.

Graduation Requirements
Major Requirements: 36.0
General Education: 13.5
Total credit hours required: 49.5

Major Requirements for Financial Planning

FINA 2200 - Investment Planning 4.5 Credits
FINA 2209 - Risk Management and Insurance 4.5 Credits
FINA 2210 - Financial Planning Principles 4.5 Credits
FINA 2230 - Business Finance 4.5 Credits
FINA 2310 - Income Tax Planning 4.5 Credits
FINA 2320 - Retirement Planning and Employee Benefits 4.5 Credits
FINA 2330 - Estate Planning 4.5 Credits
FINA 2940 - Financial Plan Development and Case Analysis 4.5 Credits

Note:

The Certificate of Achievement in Financial Planning is a registered program with Certified Financial Planning Board of Standards Inc. For more information about the CFP® certification, contact the Certified Financial Planners Board of Standards (www.CFP-Board.org).

Certificate of Achievement General Education Requirements (13.5 credit hrs.)

The following are General Education requirements for a Certificate of Achievement. Students may not use the same course to satisfy more than one degree requirement.

Communication

1 Course 4.5 credit hrs.

Select 1 Level I course from the list of Communication General Education courses in the current course catalog.

Gen Ed Communication course options

Quantitative/Numeracy

1 Course 4.5 - 5.0 credit hrs.

Please check your degree program for recommended Math course.

Select 1 college level math course from the list of General Education math courses in the current course catalog.

Gen Ed Math course options

*Based on the Math course you select, pre-requisites may be required.

Critical Thinking/Creativity & Social/Cultural Awareness

1 Course 4.5 credit hrs.

Select 1course from the list of Humanities or Social Sciences General Education course options in the current course catalog.

Gen Ed Humanities course options

Gen Ed Social Science course options