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Personal Financial Planning Certificate Options

The Department of Finance offers two different educational pathways to help you become a CERTIFIED FINANCIAL PLANNER™, which is a lucrative professional certification.

If you already have a bachelor's degree, our non-credit Personal Financial Planning Certificate program is an excellent choice. Sign up for our convenient evening classes here.

If you are a current or future undergraduate student, you can add a Personal Financial Planning Certificate to your degree.

Both programs meet the Certified Financial Planner Board of Standards Inc. (CFP Board) education requirement to take the national  CFP® examination.


Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

Certified Financial Planner (CFP) logo


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