Facebook Pixel Finance Certificates | Western Kentucky University

Finance Certificates

Reach new heights and enhance your career with a Certificate in Finance.

The Finance Department at WKU offers two certificates: 

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 Rhoades or Andrew Head.

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.

Program Requirements


Accredited Financial Counselor, Certificate

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:

  • Educate clients in sound financial principles;
  • Assist clients in the process of overcoming their financial indebtedness;
  • Help clients identify and modify ineffective money management behaviors;
  • Guide clients in developing successful strategies for achieving their financial goals;
  • Support clients as they work through their financial challenges and opportunities; and
  • 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 Rhoades or Andrew Head.

Accredited Financial Counselor Certificate Curriculum

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

The AFC® certification also requires 1,000 hours of relevant financial counseling experience, three letters of reference, and adherence to a code of ethics.

Program Requirements

WKU student stands holding a WKU red towel with the Dimensional company sign to her right.

Scholarships & Financial Aid

Student Advising

  • 270-745-2018
  • finance@wku.edu
  • Department of Finance
    Grise Hall 334
    1906 College Heights Blvd. #21061
    Bowling Green, KY 42101-1059


Join us in our mission to provide state of the art education and training for the next generation of financial managers and financial advisors.

Make A Donation


AACSB Accredited

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

Some of the links on this page may require additional software to view.

 Last Modified 3/27/24