Graduate Certificate - Financial Planning
Credit hours to complete degree: 18
Last Updated: 10/17/2021 4:00 pm
Fundamentals 3 credit hours
For students new to financial planning or seeking AFC certification. Check with your advisor prior to enrolling.
| 2021 | 2022 | 2023 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Course | Credits | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer |
| Fundamentals for Family Financial Planning | 3 | Jim Deal | Jonathan Fox | Jonathan Fox | Jim Deal | ISU | ISU | NDSU | ISU | ISU | NDSU | ISU |
Core Courses 12 - 15 credit hours
| 2021 | 2022 | 2023 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Course | Credits | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer |
| Estate Planning for Families | 3 | M.J. Kabaci | M.J. Kabaci | M.J. Kabaci | MTSU | MTSU | MTSU | MTSU | ||||
| Insurance Planning for Families | 3 | Wookjae Heo | Kathryn Morrison | Kathryn Morrison | SDSU | SDSU | SDSU | SDSU | ||||
| Investing for the Family's Future | 3 | Kathleen Boyd | Kathleen Boyd | Kathleen Boyd | OSU | OSU | OSU | OSU | ||||
| Personal Income Taxation | 3 | Rui Yao | Rui Yao | Deanna Sharpe | Rui Yao | MU | MU | MU | MU | MU | ||
| Retirement Planning, Employee Benefits, and the Family | 3 | Doug Nelson | Doug Nelson | Doug Nelson | UNL | UNL | UNL | UNL | ||||
Capstone Course 3 credit hours
This required course should be taken after all core courses have been completed.
| 2021 | 2022 | 2023 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Course | Credits | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer |
| Financial Planning - Case Studies | 3 | Jonathan Fox | Kathryn Morrison | MTSU | Jonathan Fox | SDSU | MTSU | ISU | SDSU | MTSU | ISU | SDSU |
