Financial Planning Certificate

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Certificate code: CTFIPL

College of Business
Copeland Hall 514
Athens, OH 45701
Phone: 740.593.2055
Fax: 740.593.9539
finance@ohio.edu
https://business.ohio.edu/

Travis Davidson, contact person
davidsot@ohio.edu

Program Overview

This program prepares students for a career in personal financial planning. Students completing this program will be eligible to sit for the national CFP® Certification Examination administered by the CFP Board.

Admissions Information

Freshman/First-Year Admission

No requirements beyond University admission requirements.

Change of Program Policy

No selective or limited admission requirements.

External Transfer Admission

No requirements beyond University admission requirements.

Opportunities Upon Graduation

Graduates of this program may pursue entry level positions in financial planning at banks, insurance companies, investment firms, and financial planning firms.

Requirements

Certificate Hours Requirement

The financial planning certificate program requires a minimum of 27 hours.

Core Requirements

Complete the following courses:

ACCT 1020 - Decision Making with Accounting Credit Hours: 3
ACCT 3400 - Introduction to Federal Income Tax Planning Credit Hours: 3
BUSL 2000 - Law and Society Credit Hours: 3
FIN 3310 - Risk and Insurance Credit Hours: 3
FIN 3410 - Investments Credit Hours: 3
FIN 4100 - Personal Financial Planning Credit Hours: 3
FIN 4110 - Retirement Planning Credit Hours: 3
FIN 4120 - Estate Planning Credit Hours: 3
FIN 4140 - Cases in Financial Planning Credit Hours: 3

Ohio University