Personal Financial Planning, Certificate

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Personal Financial Planning, Certificate Locations

This certificate is under the Department of Finance in the School of Business. Students should contact the department with any questions.
Certificate award requires passing all courses with a grade of “C” of better.

Requirements for Certificate - 21 Hours, 2.0 GPA

AC 309 - Individual Income Tax Credits: 3
FI 420 - Estate Planning Credits: 3
FI 423 - Professional Financial Planning Credits: 3
FI 424 - Personal Financial Planning Capstone Credits: 3
FI 325 - Risk and Insurance Credits: 3
FI 370 - Investment Planning Credits: 3
FI 419 - Retirement and Employee Benefit Planning Credits: 3

Additional Requirements

Park University confers Undergraduate Certificates at selected locations when a candidate has satisfied the following conditions:

Completion of residency requirement, at least 50% of the coursework completed at Park
Earn a minimum cumulative GPA of 2.0* (for courses in the certificate)
Meet all requirements of the specific program, as outlined in the Degree Requirements section of the catalog

*Individual departments may establish additional (or higher) requirements (refer to the Academic Degree Programs section of the catalog for program-specific requirements).