- Mission Statement
- Make a Donation
- Finance Staff
- FMA
- Bachelor of Science in Finance
- Minor in Finance
- Financial Planning Certificate
- Finance Internships
- Finance Advisory Council
- Center for Financial Success
- Jobs Resource Center
- KBMI Summer Intern Program
- TVA Program Application
- Finance Department Newsletter
- Contact Information
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.
Note: documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,
download Adobe Acrobat Reader.
Note: documents in Excel format (XLS) require Microsoft Viewer,
download excel.
Note: documents in Word format (DOC) require Microsoft Viewer,
download word.
Note: documents in Powerpoint format (PPT) require Microsoft Viewer,
download powerpoint.
Note: documents in Quicktime Movie format [MOV] require Apple Quicktime,
download quicktime.
