Personal Financial Planning Certificate
The online certificate program in personal financial planning at Utah State University is designed for working professionals who want to meet the educational requirement to sit for the CFP® Certification Examination (for a summary of requirements, see www.cfp.net/become/Steps.asp). It is also designed to prepare students for success in the profession of personal financial planning. The program is registered with theCFP® Board of Standards. The five courses in the program cover the 89 topics required by the CFP® Board plus additional topics. Upon completion of the five courses, students should complete a review course, then sit for the exam. Working professionals will be most successful if they register for one course at a time on an independent study basis.
Availability
This program is available at the Uintah Basin Campus via the following Instruction Type(s):
Courses are delivered online to students all around the globe using Blackboard Vista. Students may participate any time and anywhere they have an Internet connection.
Admissions
There are no admissions requirements for this certificate. To register for this program call (435) 797-1116 or register online at distance.usu.edu/coursefinder/index2.cfm
Contact Us
For specific questions regarding this program including admissions, courses, and requirements contact:
Logan
Director of Tax and Personal Financial Planning
Phone:435-797-2702
Cell/other:435-764-9159
Fax: 435-797-1475
vance.grange@usu.edu
Logan
Phone:435-797-2334
Fax: 435-797-1475
Courses:
- PFP 5060: Personal Financial Planning & Advising
- BA 3460: Investments
- ACCT 3410: Income Taxes
- PFP 5070: Retirement & Employee Benefits Planning
- PFP 5080: Estate Planning
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