Financial Planning, Certificate (200)
Department website: http://www.wku.edu/finance
Program Coordinator
Ronald A. Rhoades, ron.rhoades@wku.edu, (325) 228-1674
The certificate program in Financial Planning requires 30 semester hours and is intended to qualify non-finance majors or degree-holding individuals who wish to pursue a career in financial planning. After successful completion of the required eleven courses, the student receives a Certificate of Financial Planning from Western Kentucky University and is allowed to sit for the CFP® Certification Examination. There may be additional course requirements for students not meeting pre-requisites.
Western Kentucky University does not certify individuals to use the CFP®, Certified Financial PlannerTM, and CFP® (with flame logo) certification marks. The CFP certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
The Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial PlannerTM, and CFP® (with flame logo) which it awards to individuals who successfully complete initial and ongoing certification requirements.
Program Requirements (30 hours)
| Code | Title | Hours |
|---|---|---|
| FIN 161 | Personal Finance | 3 |
| FIN 331 | Applied Investments | 3 |
| FIN 332 | Investment Theory | 3 |
| FIN 333 | Advanced Topics in PFP | 3 |
| FIN 350 | Risk Management and Insurance | 3 |
| FIN 405 | Legal and Regulatory Aspects of Personal Financial Planning | 1.5 |
| FIN 419 | Behavioral Finance and Investing | 1.5 |
| FIN 422 | Personal Financial Planning Practice Management | 3 |
| FIN 444 | Retirement Planning | 3 |
| FIN 445 | Estate Planning | 3 |
| FIN 450 | Financial Plan Development | 3 |
| Total Hours | 30 | |