Combining accounting and financial planning plans of study will give students who wish to become a CPA and CFP the opportunity to be highly marketable in the financial services industry.

This program is designed for:

  • Individuals who desire to enter the financial planning field
  • Those seeking a career change or positions within the field of financial planning
  • Current professionals in banking, accounting, investments and legal field
  • Mid-career professionals in the finance industry who want to hone their skills
  • College graduates
  • Others considering a career in personal financial planning

BUS600 Managerial Finance and Data Analysis
BUS610 Globalization and Social Responsibility
BUS620 Leadership and Teamwork
BUS630 Current Events Impact on the Economy
BUS640 Strategic Management Practicum

FIN 600-Introduction to Financial Planning
FIN 610-Tax Management and Strategy
FIN 620-Employee Benefits and Retirement Planning
FIN 630-Risk Management & Insurance Planning
FIN 640-Principles of Estate Planning
FIN 650-Investment Analysis and Portfolio Management
FIN 660-Capstone in Financial Planning

Quick Info

Students who are not pursuing the certificate are welcome to take as many individual courses as they wish.