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Financial Planning Certificate

Financial Planning Certificate

The Certificate Program in Financial Planning 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 following seven courses, the student receives a Certificate of Financial Planning from Western Kentucky University and fulfills the educational component, one of the four requirements of the CFP® certification.

Required courses:

  • ACCT 330 - Tax Planning for Investments
  • FIN 330 - Principles of Financial Management
  • FIN 331 - Applied Investments
  • FIN 332 - Investment Theory
  • 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.


For more information about the cost of the program, average time to complete the program, and other important information, please visit this website.

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 Last Modified 5/17/18