Financial Planning

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.