Financial Planning, Certificate
Certificate in Financial Planning (640006C)
The 24 credit Certificate in Financial Planning will help students acquire the educational foundation for a career in financial planning and will qualify them to take the Certified Financial Planner Certification Examination.
College of Business Undergraduate Programs
http://www.uakron.edu/business/advising
(330) 972-7042
businessadvising@uakron.edu
College of Business room 260
The following information has official approval of The Department of Finance and The College of Business, but is intended only as a guide. Completion of this certificate is contingent upon many factors, including but not limited to: class availability, total number of required credits, work schedule, finances, family, course drops/withdrawals, successfully passing courses, prerequisites, among others.
College of Business Policies for Certificates:
- Complete all certificate requirements prior to graduation.
- Earn a 2.0 GPA in all certificate coursework.
- Maintain a cumulative 2.0 GPA in all undergraduate coursework.
- Complete all prerequisites for each course.
- Courses may not be taken as pass/fail.
- Complete at least 6 additional credits not needed for any other major, minor, or certificate.
- Earn at least 9 credits at The University of Akron in the College of Business.
- Declare the certificate in the Business Undergraduate Advising Office, College of Business room 260.
Summary
| Code | Title | Hours |
|---|---|---|
| Required Courses | 24 | |
| Total Hours | 24 | |
Required Courses
| Code | Title | Hours |
|---|---|---|
| FIN 300 | Introduction to Finance (non-Bus majors) | 3 |
| or FIN 301 | Principles of Finance | |
| FIN 341 | Contemporary Investments (non-Bus majors) | 3 |
| or FIN 343 | Investments | |
| FPL 332 | Foundations of Financial Planning | 3 |
| FPL 411 | Estate and Financial Planning | 3 |
| FPL 417 | Retirement Planning 2 | 3 |
| FPL 432 | Financial Planning Capstone 2 | 3 |
| RMI 415 | Risk Management: Life and Health Insurance 2 | 3 |
| ACCT 330 | Contemporary Federal Taxation 2,3 | 3 |
| Total Hours | 24 | |
- 2
Must be admitted to 4 year degree granting major.
- 3
ACCT 321 Financial Reporting and Analysis I, the corequisite for ACCT 330, can be waived for Financial Planning Certificates.