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Financial Planning Certificates


Financial Planning, Certificate (200)

 

WKU's Finance Department offers the Personal Financial Planning Certificate.  The Personal Financial Planning Certificate is a perfect complement to other majors in which personal financial advice might be given -- such as accounting, marketing and social work. In addition, psychologists can often benefit from a thorough knowledge of personal financial planning, given the importance of financial decisions in everyday life and the stressors inadequate financial planning can cause. Also, future educators may use the Certificate as a basis for teaching personal finance courses in secondary schools. If you desire to form strong relationships with others that often last a lifetime, and provide counseling to others on their important financial decisions and investments, the Personal Financial decisions and investments, the Personal Financial Planning Certificate may be right for you.   

For more information, please contact, Dr. Ron RhoadesAndrew Head, or Dr. Jonathan Handy.

 

Personal Financial Planning Certificate Curriculum

The certificate program in Personal Financial Planning requires 28.5 semester hours and is registered with the CFP Board. It is intended to qualify non-finance majors or degree-holding individuals who wish to pursue a career in financial planning. After successful completion of the ten required courses, the student receives a Certificate of Personal Financial Planning form Western Kentucky University and fulfills the educational requirement to sit for the comprehensive CERTIFIED FINANCIAL PLANNER®   (CFP®) exam.

Required Courses

FIN  161 Personal Finance
FIN  331 Applied Investments
FIN  332 Investment Theory
FIN  333 Advanced Topics for Personal Financial Planning
FIN  350 Risk Management and Insurance
FIN  405 Legal and Regulatory Aspects of Personal Financial Planning
FIN  422 Personal Financial Planning Practice Management
FIN  444 Retirement Planning
FIN  445 Estate Planning
FIN  450 Financial Plan Development 

There may be additional course requirements for students not meeting prerequisites.

 

View Finance Course Descriptions

 


Accredited Financial Counselor, Certificate (1758)

 

WKU’s Accredited Financial Counselor certificate program is designed to fulfill the educational requirements of the Accredited Financial Counselor® certification, awarded following passage of a separate test by the AFCPE. The program prepares individuals to: (1) educate clients in sound financial principles; (2) assist clients in the process of overcoming their financial indebtedness; (3) help clients identify and modify ineffective money management behaviors; (4) guide clients in developing successful strategies for achieving their financial goals; (5) support clients as they work through their financial challenges and opportunities; and (4) help clients develop new perspectives on the dynamics of money in relation to family, friends and individual self-esteem. While the certificate is a great supplement to many other majors, it is especially valuable for students majoring in Social Work, Psychology, Sociology, and Education. The certificate requires (at most) nine additional semester hours and adds a suite of skills that seamlessly complements the training students are receiving in their major. The AFC® certification also requires 1,000 hours of relevant financial counseling experience, three letters of reference, and adherence to a code of ethics.

 For more information, please contact, Dr. Ron RhoadesAndrew Head, or Dr. Jonathan Handy.

 

Accredited Financial Counselor Certificate Curriculum

The certificate program in Accredited Financial Counseling requires 9 semester hours.

Required Courses

FIN  161 Personal Finance
FIN 350 Risk Management and Insurance 

 

CNS

FIN 

 

432

422

Choose one of the following courses:

Helping Skills 1

Personal Financial Planning Practice Management

There may be additional course requirements for students not meeting prerequisites.

 

View Finance Course Descriptions

 

 

 


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 Last Modified 5/26/22