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Personal Financial Planning Certificate


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 faculty and curriculum.      

For more information, please contact, Dr. Ron Rhoades or Andrew Head  

 

Personal Financial Planning Curriculum

The certificate program in Personal Financial Planning requires 24 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 fulfulls the educational requirement to sit for the comprehensive CERTIFIED FINANCIAL PLANNER®   (CFP®) exam.

Required Courses

ACCT 330 Tax Planning for Investments
FIN  330 Principles of Finance
FIN  331 Applied Investmentss
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.

 

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The Gordon Ford College of business is a top business school with dual AACSB accreditation in both business and accounting programs.
 
  

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 Last Modified 12/11/18