of All Higher-Ed Institutions
-Center for World University Rankings, 2022
In Best Value Among Arizona's Public Universities
- Payscale, 2022
College of Agriculture, Life & Environmental Sciences
Make a difference in the lives of others, while also securing your own future with an Undergraduate Certificate in Financial Planning. The fast-growing financial planning industry needs people like you to help individuals and families achieve their financial goals and plan for the future.
This certificate will prepare you to become a certified financial planning professional. In this program, you will gain a solid foundation in the core elements of financial planning and wealth management. You'll apply a strong understanding of finance, business, wealth accumulation and investment tools to help people navigate major life decisions such as buying a house, saving for college and retiring with a comfortable income. Students also enhance their studies with courses in investment planning, saving strategies, estate planning, family income strategies, risk management, income tax planning and more.
The University of Arizona Online Certificate Program is a CFP Board-registered educational program. Upon successfully completing the seven core CFP® courses, you will have met the educational requirement (coupled with at least a Bachelor's degree) to achieve CFP® certification.
*Residents of some U.S. Territories may not be eligible. Please see our Eligibility & State Authorization page for more information.
This certificate requires 21 credits to complete. The curriculum for this program includes:
Earning your Undergraduate Certificate in Financial Planning will build core skills, including:
- Oral communication
- Written communication
- Critical thinking
- Time management
- Relationship management
Graduates of the Financial Planning program will be prepared to pursue careers in the following fields:
- Financial Planning
- Wealth Management
- Retirement Planning
- Investment Management
- Financial Service Consulting
- Insurance Advising