Financial Planning

Undergraduate Certificate

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- Center for World University Rankings, 2022

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- Payscale, 2022

Quick Facts

Credits Required: 21
Cost Per Credit: $525
Female student managing paperwork

College of Agriculture & Life Sciences

Program Details

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.

Courses

This certificate requires 21 credits to complete. The curriculum for this program includes:

PFFP 310: Fundamentals of Personal and Family Financial Planning
PFFP 311: Applied Family Investment Planning and Savings Strategies
PFFP 314: Risk Management and Insurance Planning
PFFP 315: Applied Personal and Family Income Tax Planning
PFFP 402: Personal and Family Estate Planning
PFFP 403: Retirement Savings and Income Planning
PFFP 498: Capstone: Personal and Family Plan Development

Outcomes

Skills

Earning your Undergraduate Certificate in Financial Planning will build core skills, including:

  • Oral communication
  • Written communication
  • Marketing
  • Critical thinking
  • Leadership
  • Time management
  • Networking
  • Relationship management
  • Self-motivation
  • Presentations
  • Resourcefulness

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