Find out more about Undergraduate Certificate in Personal & Family Planning

Program Details

When considering their financial future, individuals and families need the guidance of knowledgeable and experienced professionals to help them make the right decisions. The Undergraduate Certificate in Personal and Family Financial Planning gives you the skills you need to help others while also ensuring your own career success.

Coursework in this online finance program will prepare you to become a certified financial planning professional. You will learn about finance, business, wealth accumulation, and investment tools to help people achieve major milestones in their lives. Whether they want to buy a house, save for college, or retire comfortably, your clients will be able to count on you to help them with their goals.

Studies also include topics such as:

• Investment planning
• Saving strategies
• Estate planning
• Family income strategies
• Risk management
• Income tax planning

Learning Pace

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