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Financial Planning Certificates


 

Financial Planning, Certificate (200)

 

WKU's Finance Department offers the Personal Financial Planning Certificate.  It is a great supplement to many other majors, both within the Gordon Ford College of Business and in other colleges.

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.   

Please take a moment to browse our site and get involved by taking part in the unique opportunities offered to our students and learn more about our program and faculty.      

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 21 semester hours and 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 eight 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  333 Advanced Topics in Personal Financial Planning
FIN  331 Applied Investments
FIN  350 Risk Management/Insurance
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. The AFC® certification also requires 1,000 hours of relevant financial counseling experience, three letters of reference, and adherence to a code of ethics.

Please take a moment to browse our site and get involved by taking part in the unique opportunities offered to our students and learn more about our program and faculty.      

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  333 Advanced Topics in PFP 
FIN 350 Risk Management and Insurance 
There may be additional course requirements for students not meeting prerequisites.

 

View Finance Course Descriptions

 

 

 


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 Last Modified 8/12/21