Open to all majors.

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

To become certified, you are required to meet the following initial certification requirements: Education, Examination, Experience, and Ethics.

The first step to CFP® certification is to acquire the education/knowledge required to deliver professional, competent and ethical financial planning services. Our revised financial planning curriculum is registered with the CFP Board and satisfies the education coursework requirement.

The revised Minor in Financial Planning comprises:

  • RMI 270 - Principles of Risk Management and Insurance
  • FIN 310 - Investments
  • RMI 330 - Employee Benefits and Retirement Planning
  • BL 367 - Principles of Estate Planning
  • ACC 401 - Introduction to Taxation
  • FIN 480 - The Financial Planning Process and Case Development

Check out the course work in the undergraduate catalog

To apply, visit the Upper Division Advising Center (AC 224).